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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
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$16.4M +$7.97M +223,034 +100%
DADC
127
D.A. Davidson & Co
Montana
$16.1M +$921K +25,783 +6%
Goldman Sachs
128
Goldman Sachs
New York
$15.8M -$91.4K -2,558 -0.6%
IA
129
IndexIQ Advisors
New York
$15.5M -$13.7M -384,704 -48%
RCA
130
Resonant Capital Advisors
Wisconsin
$15.4M +$686K +19,210 +5%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$15.4M -$3.12M -87,288 -17%
SRC
132
Sage Rhino Capital
California
$15.2M -$145K -4,066 -1%
BAM
133
Brave Asset Management
New Jersey
$14.8M +$14.4M +402,014 New
SL
134
Systelligence LLC
Minnesota
$14.6M -$1.31M -36,590 -8%
QIM
135
Quest Investment Management
Oregon
$14.6M +$4.16M +116,441 +42%
HNB
136
Huntington National Bank
Ohio
$14.5M
FPCM
137
Financial Partners Capital Management
New York
$14M -$202K -5,662 -1%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$13.9M -$3.59M -100,527 -21%
IFO
139
Independent Family Office
New York
$13.9M +$188K +5,253 +1%
KAS
140
Kestra Advisory Services
Texas
$13.9M +$665K +18,605 +5%
OPCM
141
Osborne Partners Capital Management
California
$13.8M +$292K +8,185 +2%
OAM
142
Oppenheimer Asset Management
New York
$13.8M +$22K +617 +0.2%
APA
143
American Portfolios Advisors
New York
$13.7M +$276K +7,725 +2%
LPWM
144
Lake Point Wealth Management
Texas
$13.6M -$1.75M -49,077 -12%
BF
145
BOK Financial
Oklahoma
$13.5M -$669K -18,724 -5%
IIC
146
Integrated Investment Consultants
Michigan
$13.5M +$1.53M +42,853 +13%
VCM
147
Vision Capital Management
Oregon
$13.4M +$275K +7,692 +2%
MWA
148
Meridian Wealth Advisors
Texas
$13.3M +$1.33M +37,316 +12%
CBA
149
Coastal Bridge Advisors
Connecticut
$13.2M -$1.63M -45,658 -11%
IA
150
IFP Advisors
Florida
$13.2M +$9.47M +265,037 +263%

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.