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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
HWA
1026
Hillcrest Wealth Advisors
New Jersey
-$437K -12,550 Closed
WW
1027
Westshore Wealth
California
-$372K -10,700 Closed
GBT
1028
Grove Bank & Trust
Florida
-$362K -10,388 Closed
JWM
1029
JGP Wealth Management
Oregon
-$344K -10,000 Closed
BSSFA
1030
Baron Silver Stevens Financial Advisors
Florida
-$345K -9,930 Closed
OFG
1031
OmniStar Financial Group
North Carolina
-$324K -9,323 Closed
FPB
1032
First PREMIER Bank
South Dakota
-$316K -9,070 Closed
NP
1033
NorthRock Partners
Minnesota
-$297K -8,535 Closed
Bank Julius Baer & Co
1034
Bank Julius Baer & Co
Switzerland
-$295K -8,463 Closed
RPWA
1035
Regent Peak Wealth Advisors
Georgia
-$294K -8,449 Closed
TI
1036
Trexquant Investment
Connecticut
-$282K -8,113 Closed
TSWM
1037
Tyler-Stone Wealth Management
Ohio
-$277K -7,957 Closed
FMWA
1038
Forvis Mazars Wealth Advisors
Missouri
-$269K -7,718 Closed
EPWM
1039
Essex Private Wealth Management
Massachusetts
-$264K -7,571 Closed
BS
1040
Boenning & Scattergood
Pennsylvania
-$255K -7,325 Closed
EA
1041
Echo45 Advisors
California
-$243K -6,995 Closed
SWA
1042
Stratos Wealth Advisors
Ohio
-$241K -6,932 Closed
RIA
1043
Realta Investment Advisors
Delaware
-$231K -6,638 Closed
Parallax Volatility Advisers
1044
Parallax Volatility Advisers
California
-$230K -6,600 Closed
GG
1045
Gofen & Glossberg
Illinois
-$228K -6,561 Closed
CNB
1046
Camden National Bank
Maine
-$226K -6,500 Closed
SEP
1047
Southland Equity Partners
Missouri
-$212K -6,084 Closed
GSWM
1048
Golden State Wealth Management
California
-$209K -6,009 Closed
SFWA
1049
Summit Financial Wealth Advisors
Louisiana
-$207K -6,008 Closed
SCM
1050
SOL Capital Management
Maryland
-$207K -5,950 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.