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iShares Gold Trust

963 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 359 increasing their positions, 290 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,129% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $5.67M

24% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 290

16% more funds holding in top 10

Funds holding in top 10: 101117 (+16)

4% more capital invested

Capital invested by funds: $16.3B → $17B (+$712M)

5% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 132

2% less funds holding

Funds holding: 982963 (-19)

4.37% less ownership

Funds ownership: 56.61%52.25% (-4.4%)

Holders
963
Holders Change
-19
Holders Change %
-1.93%
% of All Funds
15.19%
Holding in Top 10
117
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.84%
% of All Funds
1.85%
New
126
Increased
359
Reduced
290
Closed
132
Calls
$69.7M
Puts
$5.67M
Net Calls
+$64M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
76
Lake Street Advisors Group
New Hampshire
$31.4M
FCFS
77
First Command Financial Services
Texas
$30.5M +$1.71M +47,789 +6%
FCB
78
First Command Bank
Texas
$30.5M +$3.85M +107,668 +15%
Deutsche Bank
79
Deutsche Bank
Germany
$30.1M -$1.39M -38,854 -5%
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$29.8M +$29.1M +813,807 +11,503%
VIM
81
VCU Investment Management
Virginia
$29.4M -$7.56M -211,752 -21%
TF
82
TIAA FSB
Florida
$29.4M +$156K +4,377 +0.6%
MA
83
MUFG Americas
New York
$29.2M -$758K -21,207 -3%
MSWM
84
Mader & Shannon Wealth Management
Missouri
$28.7M +$397K +11,107 +1%
VCM
85
Vigilant Capital Management
Maine
$28.5M +$729K +20,407 +3%
EAMA
86
EFG Asset Management (Americas)
Florida
$28.5M +$1.27M +35,411 +5%
BFO
87
Biltmore Family Office
North Carolina
$28.2M +$2.17M +60,663 +9%
MGWM
88
Marks Group Wealth Management
Minnesota
$27.9M +$1.93M +54,133 +8%
GCM
89
Gladius Capital Management
Illinois
$27.8M -$14M -392,788 -34%
HPWM
90
Highland Private Wealth Management
Washington
$26.4M -$377K -10,564 -1%
SI
91
Stephens Inc
Arkansas
$25.7M -$6.98M -195,310 -22%
KPW
92
Kore Private Wealth
New York
$25.5M -$965 -27 -0%
EWM
93
Evercore Wealth Management
New York
$25.5M +$440K +12,304 +2%
NCM
94
Narwhal Capital Management
Georgia
$24.3M -$155K -4,342 -0.7%
PI
95
Parkside Investments
Illinois
$23.5M -$3.17M -88,838 -12%
PAMS
96
Pictet Asset Management (Switzerland)
Switzerland
$23.4M +$7.3M +204,445 +47%
SPIA
97
Strategic Point Investment Advisors
Rhode Island
$23.4M -$190K -5,314 -0.8%
CCM
98
Covington Capital Management
California
$23.1M +$61.1K +1,711 +0.3%
MML Investors Services
99
MML Investors Services
Massachusetts
$22.8M +$1.22M +34,173 +6%
EH
100
Equitable Holdings
New York
$22.8M +$1.87M +52,480 +9%

IAU Hedge Fund Activity: Q1 2022 in Review

963 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2022, worth a combined $17B — up 4.4% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of IAU and 126 opened new positions — a net loss of 6 holders — while 290 trimmed existing stakes and 359 added.

The largest buyer was Citigroup, adding an estimated $232M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $1.17B sold.

  • 963 institutional investors held iShares Gold Trust (IAU) as of Q1 2022, down from 982 in Q4 2021.
  • Funds reported $17B of iShares Gold Trust stock for Q1 2022, up 4.4% quarter-over-quarter.
  • 126 funds opened new iShares Gold Trust positions in Q1 2022 and 132 closed out, a net change of -6 holders.
  • The largest iShares Gold Trust buyer in Q1 2022 was Citigroup, an estimated $232M added.
  • The largest iShares Gold Trust seller in Q1 2022 was Sumitomo Mitsui Trust Group, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2022.