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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
M&T Bank
976
M&T Bank
New York
-$9.17M -263,400 Closed
ULWM
977
Upper Left Wealth Management
Florida
-$8.64M -248,182 Closed
PAG
978
Private Advisor Group
New Jersey
-$7.68M -220,507 Closed
SWM
979
Scissortail Wealth Management
Oklahoma
-$6.42M -184,485 Closed
WMP
980
Wealth Management Partners
Arizona
-$6.34M -182,000 Closed
FSA
981
Financial Sense Advisors
California
-$6.29M -180,547 Closed
GA
982
GFS Advisors
Texas
-$5.3M -152,150 Closed
MWM
983
Maltin Wealth Management
New Jersey
-$4.87M -139,942 Closed
MIA
984
MMBG Investment Advisors
Florida
-$4.65M -133,500 Closed
HSBC Holdings
985
HSBC Holdings
United Kingdom
-$4.43M -127,182 Closed
WAP
986
Wealthcare Advisory Partners
Pennsylvania
-$4.06M -116,696 Closed
FIM
987
Freedom Investment Management
Connecticut
-$3.93M -112,819 Closed
WF
988
Welch & Forbes
Massachusetts
-$3.42M -98,369 Closed
PWP
989
Personal Wealth Partners
Minnesota
-$3M -86,142 Closed
PRA
990
Pine Ridge Advisers
New York
-$2.44M -70,150 Closed
EDRH
991
Edmond de Rothschild Holding
Switzerland
-$2.39M -68,550 Closed
RDWM
992
Red Door Wealth Management
Tennessee
-$2.15M -61,908 Closed
GVAG
993
Great Valley Advisor Group
Delaware
-$2.06M -59,125 Closed
FFM
994
Fullerton Fund Management
Singapore
-$2.03M -58,317 Closed
FFG
995
Ford Financial Group
California
-$2.02K -57,993 Closed
CF
996
Centaurus Financial
California
-$1.99M -57,163 Closed
Rafferty Asset Management
997
Rafferty Asset Management
New York
-$1.96M -56,314 Closed
PIA
998
Perennial Investment Advisors
California
-$1.72M -49,398 Closed
IAA
999
Independent Advisor Alliance
North Carolina
-$1.5M -42,938 Closed
RF
1000
Resolute Financial
Massachusetts
-$1.49M -42,776 Closed

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.