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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
HCM
176
Howland Capital Management
Massachusetts
$10.4M +$176K +4,926 +2%
TF
177
Trek Financial
Arizona
$10.3M +$10M +280,890 New
WFA
178
Wellspring Financial Advisors
Ohio
$10.3M +$1.26M +35,332 +14%
FNBT
179
FineMark National Bank & Trust
Florida
$10.1M +$1.94M +54,442 +25%
NPP
180
New Potomac Partners
Maryland
$10.1M +$25K +700 +0.3%
SFP
181
Sterling Financial Planning
New Jersey
$9.95M +$1,000K +27,983 +12%
BHWA
182
Beacon Harbor Wealth Advisors
Virginia
$9.91M +$9.61M +269,053 New
PC
183
Permanens Capital
New York
$9.87M +$2.79M +78,007 +41%
CAL
184
Capital Analysts LLC
Pennsylvania
$9.87M +$9.39M +262,932 +5,177%
LCM
185
LVM Capital Management
Michigan
$9.65M -$1.14M -31,836 -11%
LG
186
Leuthold Group
Minnesota
$9.62M -$356K -9,961 -4%
CWM
187
Chemistry Wealth Management
New York
$9.55M +$9.26M +259,217 New
TWM
188
TMD Wealth Management
Arizona
$9.5M -$432K -12,096 -4%
SIAG
189
Signet Investment Advisory Group
Rhode Island
$9.15M -$199K -5,566 -2%
SC
190
Sinecera Capital
Texas
$9.08M +$142K +3,977 +2%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$9.05M +$52.6K +1,472 +0.6%
PHIMC
192
Private Harbour Investment Management & Counsel
Ohio
$8.91M -$68.8K -1,927 -0.8%
MNG
193
Manning & Napier Group
New York
$8.8M
VCM
194
Verger Capital Management
North Carolina
$8.72M
CFG
195
CMC Financial Group
Georgia
$8.6M +$8.61M +240,989 New
EWM
196
Executive Wealth Management
Michigan
$8.46M +$4.12M +115,445 +101%
NFG
197
Norris Financial Group
South Carolina
$8.39M +$5.72M +160,237 +237%
WC
198
Whitney & Co
New York
$8.18M +$277K +7,756 +4%
WAM
199
Wallington Asset Management
Indiana
$8.13M +$1.29M +36,058 +19%
AWM
200
AE Wealth Management
Kansas
$8.1M -$2.01M -56,316 -20%

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.