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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
LFA
101
Legend Financial Advisors
Pennsylvania
$21.8M +$12.6M +352,629 +118%
ST
102
Spinnaker Trust
Maine
$21.5M +$197K +5,506 +1%
ECG
103
EPIQ Capital Group
California
$21M -$1.18M -32,921 -5%
NW
104
Naviter Wealth
Arkansas
$20.8M -$9.67M -270,752 -32%
CA
105
Cambridge Associates
Massachusetts
$20.5M +$8.41M +235,503 +73%
GJIC
106
Gamble Jones Investment Counsel
California
$20.2M -$1.68M -47,097 -8%
GMA
107
Goldstein Munger & Associates
California
$20.2M +$40K +1,120 +0.2%
KWILP
108
Kiwi Wealth Investments Limited Partnership
New Zealand
$19.9M
SFG
109
Sowa Financial Group
Rhode Island
$19.5M -$85.3K -2,388 -0.4%
GG
110
GenWealth Group
New Jersey
$19.3M +$82.5K +2,308 +0.4%
QC
111
Quent Capital
New York
$19.1M +$4.32M +120,896 +30%
MIA
112
MainStreet Investment Advisors
Illinois
$18.9M -$3.16M -88,472 -15%
KFP
113
KB Financial Partners
New Jersey
$18.7M +$1.07M +30,012 +6%
FA
114
FDx Advisors
Illinois
$18.6M +$502K +14,052 +3%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$18.6M +$11.8K +330 +0.1%
Osaic Holdings
116
Osaic Holdings
Arizona
$17.9M -$24.6M -689,935 -59%
AC
117
Allstate Corporation
Illinois
$17.8M +$17.3M +483,000 New
TFCP
118
Twin Focus Capital Partners
Massachusetts
$17.7M -$616K -17,255 -3%
CIM
119
Confluence Investment Management
Missouri
$17.6M -$6.66M -186,459 -28%
FAT
120
First American Trust
California
$17.5M +$1.48M +41,550 +10%
FCM
121
Fourpath Capital Management
Oklahoma
$17.3M +$5.09M +142,391 +43%
TCCM
122
Timber Creek Capital Management
Massachusetts
$17.3M -$11.4K -320 -0.1%
BL
123
BFSG LLC
California
$17.2M -$7.29K -204 -0%
William Blair & Company
124
William Blair & Company
Illinois
$17.2M +$1.69M +47,303 +11%
LWA
125
Lowe Wealth Advisors
Maryland
$16.5M +$264K +7,383 +2%

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.