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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
CAN
151
Cetera Advisor Networks
California
$13.1M -$1.74M -48,814 -12%
Renaissance Technologies
152
Renaissance Technologies
New York
$13M -$6.29M -176,100 -33%
ARMC
153
American Research & Management Company
Massachusetts
$12.7M -$1.03M -28,931 -8%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$12.7M +$1.1M +30,817 +10%
SS
155
Sunbelt Securities
Texas
$12.5M +$121K +3,400 +1%
CPWMP
156
Cardinal Point Wealth Management Partners
California
$12.4M +$402K +11,249 +3%
AIS
157
American Investment Services
Massachusetts
$12.2M -$1.14M -31,845 -9%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$12.2M -$128K -3,584 -1%
BPA
159
Beacon Pointe Advisors
California
$12M +$3.82M +106,797 +49%
CF
160
Clarity Financial
Texas
$11.9M +$11.5M +322,256 New
VA
161
Valmark Advisers
Ohio
$11.8M +$683K +19,117 +6%
FA
162
Faithward Advisors
Pennsylvania
$11.8M +$652K +18,250 +6%
ST
163
Sentinel Trust
Texas
$11.8M +$2.43M +67,968 +27%
BL
164
BCWM LLC
Kansas
$11.7M -$5.72K -160 -0.1%
BIP
165
Blueprint Investment Partners
North Carolina
$11.7M +$8.85M +247,607 +357%
MCM
166
Morton Capital Management
California
$11.3M -$63.3K -1,772 -0.6%
JFA
167
JNBA Financial Advisors
Minnesota
$11.1M -$234K -6,536 -2%
CGPCS
168
Capital Group Private Client Services
California
$11.1M +$1.21M +33,830 +13%
BCM
169
Bourgeon Capital Management
Connecticut
$11M -$12.4M -346,667 -54%
AIP
170
Ahrens Investment Partners
Louisiana
$10.9M +$8.75M +245,018 +477%
MA
171
Modus Advisors
Minnesota
$10.8M -$1.22K -34 -0%
Jane Street
172
Jane Street
New York
$10.8M -$149M -4,157,058 -93%
AWS
173
Atria Wealth Solutions
New York
$10.8M +$10.4M +292,192 New
KC
174
Kingfisher Capital
North Carolina
$10.6M +$6K +168 +0.1%
AFWM
175
AMJ Financial Wealth Management
Virginia
$10.5M +$10.1M +283,755 New

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.