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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
ETI
1076
Enterprise Trust & Investment
California
-$16K -457 Closed
FNBOSM
1077
First National Bank of South Miami
Florida
-$14K -416 Closed
WWMSC
1078
Wagner Wealth Management (South Carolina)
South Carolina
-$13K -381 Closed
PAI
1079
Pittenger & Anderson Inc
Nebraska
-$13K -377 Closed
RPCONE
1080
Retirement Planning Company of New England
Rhode Island
-$9K -261 Closed
CSWM
1081
Cassady Schiller Wealth Management
Ohio
-$9K -256 Closed
EWM
1082
Evermay Wealth Management
Virginia
-$8K -232 Closed
SFM
1083
Signet Financial Management
New Jersey
-$7K -208 Closed
TCWM
1084
Total Clarity Wealth Management
Illinois
-$6K -175 Closed
CFN
1085
Cordasco Financial Network
Florida
-$6K -162 Closed
SFPG
1086
Stonebridge Financial Planning Group
Florida
-$5K -156 Closed
DAM
1087
Delta Asset Management
Tennessee
-$5K -145 Closed
RE
1088
RBC Europe
United Kingdom
-$5K -145 Closed
TCM
1089
TD Capital Management
Tennessee
-$3K -80 Closed
AIP
1090
Ameritas Investment Partners
Nebraska
-$1K -54 Closed
SAM
1091
Strategic Asset Management
Minnesota
-$2K -50 Closed
AHIA
1092
Andrew Hill Investment Advisors
Florida
-$1K -38 Closed
TIM
1093
Tortoise Investment Management
New York
-$1K -19 Closed
BWL
1094
Bogart Wealth LLC
Virginia
-$250 -7 -78%

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.