We are live on ! Find out more
IAU icon

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
TPWM
1001
Twelve Points Wealth Management
Massachusetts
-$1.42M -40,897 Closed
SFFS
1002
Stonehage Fleming Financial Services
Jersey
-$1.42M -40,791 Closed
BWP
1003
Baldwin Wealth Partners
Massachusetts
-$1.31M -37,780 Closed
GI
1004
Glovista Investments
New Jersey
-$1.25M -36,135 Closed
WS
1005
Wedbush Securities
California
-$1.24M -35,627 Closed
ARC
1006
Advisor Resource Council
Texas
-$1.23M -35,399 Closed
AP
1007
Arlington Partners
Alabama
-$1.2M -34,510 Closed
BWM
1008
Birchcreek Wealth Management
Ohio
-$1.11M -31,777 Closed
IPW
1009
Intergy Private Wealth
Colorado
-$961K -27,600 Closed
FHA
1010
Flagship Harbor Advisors
Massachusetts
-$912K -26,204 Closed
TNAM
1011
Terra Nova Asset Management
New York
-$790K -22,694 Closed
PC
1012
Port Capital
Illinois
-$743K -21,350 Closed
IWM
1013
IHT Wealth Management
Illinois
-$738K -21,214 Closed
AR
1014
Apeiron RIA
Texas
-$715K -20,544 Closed
SFP
1015
Shepherd Financial Partners
Massachusetts
-$621K -17,908 Closed
FFP
1016
Forbes Financial Planning
Rhode Island
-$614K -17,555 Closed
IIA
1017
IPG Investment Advisors
California
-$549K -15,749 Closed
WWM
1018
Western Wealth Management
Colorado
-$520K -14,939 Closed
MSFS
1019
Main Street Financial Solutions
Pennsylvania
-$517K -14,844 Closed
KFGK
1020
Keystone Financial Group (Kentucky)
Kentucky
-$497K -14,289 Closed
IA
1021
IFG Advisory
Georgia
-$479K -13,773 Closed
RWMH
1022
Riverpoint Wealth Management Holdings
Illinois
-$455K -13,073 Closed
JCM
1023
Jacobi Capital Management
Pennsylvania
-$447K -12,828 Closed
VWA
1024
V Wealth Advisors
Kansas
-$440K -12,641 Closed
CNBTD
1025
Citizens National Bank Trust Department
Mississippi
-$437K -12,555 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.