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iShares Gold Trust

1,008 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 342 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

948% more call options, than puts

Call options by funds: $52M | Put options by funds: $4.97M

92% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 66

5.46% more ownership

Funds ownership: 52.25%57.7% (+5.5%)

5% more funds holding in top 10

Funds holding in top 10: 117123 (+6)

5% more funds holding

Funds holding: 9631,008 (+45)

0% less capital invested

Capital invested by funds: $17B → $17B (-$26.6M)

2% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 342

Holders
1,008
Holders Change
+45
Holders Change %
+4.67%
% of All Funds
16.98%
Holding in Top 10
123
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.13%
% of All Funds
2.07%
New
127
Increased
336
Reduced
342
Closed
66
Calls
$52M
Puts
$4.97M
Net Calls
+$47.1M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$30.9M +$388K +10,897 +1%
LSAG
77
Lake Street Advisors Group
New Hampshire
$29.9M +$726K +20,395 +2%
ZF
78
Zhang Financial
Michigan
$29.7M +$28.2M +792,478 +1,094%
BCM
79
Brookstone Capital Management
Illinois
$29.4M +$31.6M +889,284 New
SI
80
Stephens Inc
Arkansas
$29.1M +$5.37M +150,962 +22%
FCB
81
First Command Bank
Texas
$28.9M +$540K +15,183 +2%
FCFS
82
First Command Financial Services
Texas
$28.9M +$540K +15,183 +2%
BBVA
83
Banco Bilbao Vizcaya Argentaria
Spain
$28.7M -$13.3M -373,301 -31%
PAMS
84
Pictet Asset Management (Switzerland)
Switzerland
$28.4M +$6.82M +191,600 +30%
GG
85
GenWealth Group
New Jersey
$28M +$10.4M +293,604 +56%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$27.6M -$549K -15,441 -2%
Deutsche Bank
87
Deutsche Bank
Germany
$27.6M -$453K -12,739 -2%
MA
88
MUFG Americas
New York
$27.6M +$413K +11,598 +1%
TCM
89
Tradewinds Capital Management
Washington
$27.6M +$28.6M +802,965 +492,617%
VIM
90
VCU Investment Management
Virginia
$27.2M -$237K -6,673 -0.8%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$26.5M +$27.5M +772,900 New
VCM
92
Vigilant Capital Management
Maine
$26.4M -$115K -3,237 -0.4%
BFO
93
Biltmore Family Office
North Carolina
$26.3M +$111K +3,110 +0.4%
MSWM
94
Mader & Shannon Wealth Management
Missouri
$26.3M -$413K -11,601 -1%
GCM
95
Gladius Capital Management
Illinois
$25.9M
MGWM
96
Marks Group Wealth Management
Minnesota
$25.5M -$525K -14,763 -2%
CF
97
Clarity Financial
Texas
$24.3M +$13.7M +384,746 +119%
EWM
98
Evercore Wealth Management
New York
$23.8M +$21.8K +612 +0.1%
KPW
99
Kore Private Wealth
New York
$23.8M
HPWM
100
Highland Private Wealth Management
Washington
$23.4M -$1.25M -35,092 -5%

IAU Hedge Fund Activity: Q2 2022 in Review

1,008 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2022, worth a combined $17B — down 0.16% from $17B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new IAU positions and 66 closed out — a net gain of 61 holders — while 336 added to existing stakes and 342 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $1.03B. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $130M.

  • 1,008 institutional investors held iShares Gold Trust (IAU) as of Q2 2022, up from 963 in Q1 2022.
  • Funds reported $17B of iShares Gold Trust stock for Q2 2022, down 0.16% quarter-over-quarter.
  • 127 funds opened new iShares Gold Trust positions in Q2 2022 and 66 closed out, a net change of +61 holders.
  • The largest iShares Gold Trust buyer in Q2 2022 was Sumitomo Mitsui Trust Group, an estimated $1.03B added.
  • The largest iShares Gold Trust seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2022.