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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
MWA
1051
MFA Wealth Advisors
Pennsylvania
-$204K -5,841 Closed
WCM
1052
Wealthcare Capital Management
Virginia
-$203K -5,841 Closed
KA
1053
Klingman & Associates
New York
-$202K -5,790 Closed
CLOS
1054
Compagnie Lombard Odier SCmA
Switzerland
-$190K -5,472 Closed
WOSD
1055
WFA of San Diego
California
-$186K -5,355 Closed
MHR
1056
Matthew Hamilton Rosenberg
-$183K -5,250 Closed
WB
1057
West Bancorporation
Iowa
-$172K -4,951 Closed
MAM
1058
McCarthy Asset Management
California
-$138K -3,966 Closed
MFC
1059
Mechanics Financial Corp
Ohio
-$136K -3,904 Closed
KPCM
1060
Kings Point Capital Management
New York
-$107K -3,064 Closed
MAM
1061
Mystic Asset Management
Rhode Island
-$104K -3,000 Closed
CH
1062
Canton Hathaway
Rhode Island
-$98K -2,813 Closed
TFGT
1063
TS Financial Group (TSFG)
Illinois
-$88K -2,519 Closed
IWP
1064
IAG Wealth Partners
Wisconsin
-$87K -2,508 Closed
APW
1065
Acima Private Wealth
Virginia
-$68K -1,941 Closed
EBA
1066
Eagle Bay Advisors
New York
-$63K -1,814 Closed
WFA
1067
West Financial Advisors
Iowa
-$55K -1,577 Closed
ACA
1068
Atlas Capital Advisors
Wyoming
-$52.2K -1,500 Closed
BA
1069
Bellwether Advisors
Nebraska
-$41K -1,200 Closed
OC
1070
Oakworth Capital
Alabama
-$39K -1,134 Closed
TCOV
1071
Trust Company of Vermont
Vermont
-$29K -835 Closed
TC
1072
Truvestments Capital
Florida
-$25K -712 Closed
IAG
1073
Investmark Advisory Group
Connecticut
-$22K -657 Closed
LWCFA
1074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$18K -514 Closed
PA
1075
PSI Advisors
Florida
-$17K -500 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.