iShares Gold Trust
IAU
1,013 hedge funds and large institutions have $16.5B invested in iShares Gold Trust in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 263 increasing their positions, 410 reducing their positions, and 63 closing their positions.
986% more call options, than puts
Call options by funds: $39.2M | Put options by funds: $3.61M
117% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 63
10% more capital invested
Capital invested by funds: $15B → $16.5B (+$1.45B)
6% more funds holding
Funds holding: 959 → 1,013 (+54)
2.36% less ownership
Funds ownership: 58.78% → 56.42% (-2.4%)
3% less funds holding in top 10
Funds holding in top 10: 100 → 97 (-3)
36% less repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 410
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$30.6M |
| 2 |
Cerity Partners
New York
|
+$28.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$27.2M |
| 4 |
JP Morgan Chase
New York
|
+$27M |
| 5 |
ET
Equitable Trust
Nashville,
Tennessee
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$596M |
| 2 |
Jane Street
New York
|
-$192M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$136M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$111M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$65.8M |
IAU Hedge Fund Activity: Q4 2022 in Review
1,013 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2022, worth a combined $16.5B — up 9.7% from $15B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new IAU positions and 63 closed out — a net gain of 74 holders — while 263 added to existing stakes and 410 trimmed.
The largest buyer was UBS Group, adding an estimated $30.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $596M.
- 1,013 institutional investors held iShares Gold Trust (IAU) as of Q4 2022, up from 959 in Q3 2022.
- Funds reported $16.5B of iShares Gold Trust stock for Q4 2022, up 9.7% quarter-over-quarter.
- 137 funds opened new iShares Gold Trust positions in Q4 2022 and 63 closed out, a net change of +74 holders.
- The largest iShares Gold Trust buyer in Q4 2022 was UBS Group, an estimated $30.6M added.
- The largest iShares Gold Trust seller in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $596M sold.
Based on aggregated 13F filings for Q4 2022.