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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
RCAG
201
Rehmann Capital Advisory Group
Michigan
$8.08M +$608K +17,013 +8%
SIC
202
Sigma Investment Counselors
Michigan
$7.86M +$190K +5,316 +3%
CT
203
Cambridge Trust
Massachusetts
$7.84M -$21.7M -606,218 -74%
SC
204
Scotia Capital
Ontario, Canada
$7.71M +$5.55M +155,299 +287%
SPIA
205
Steward Partners Investment Advisory
New York
$7.42M +$193K +5,413 +3%
PP
206
Prudential plc
United Kingdom
$7.4M +$4.56M +127,670 +175%
BWP
207
BSW Wealth Partners
Colorado
$7.32M +$107K +3,000 +2%
SPC
208
Sigma Planning Corp
Michigan
$7.14M +$1.07M +29,977 +18%
CHAM
209
Clear Harbor Asset Management
Connecticut
$7.13M +$824K +23,065 +14%
IFG
210
Independent Financial Group
California
$7.1M +$598K +16,730 +9%
FT
211
Fiduciary Trust
Massachusetts
$7.09M -$211K -5,905 -3%
EW
212
Evoke Wealth
California
$6.97M -$36 -1 -0%
EPM
213
Elm Partners Management
Pennsylvania
$6.97M +$3.65M +102,142 +117%
SB
214
Simmons Bank
Arkansas
$6.87M -$1.68M -47,071 -20%
AWM
215
Axxcess Wealth Management
California
$6.75M -$213K -5,968 -3%
NAM
216
NTV Asset Management
West Virginia
$6.74M +$68.6K +1,920 +1%
VCM
217
Vivaldi Capital Management
Illinois
$6.71M +$2.79M +78,105 +67%
IWP
218
Insight Wealth Partners
Texas
$6.66M +$43.4K +1,214 +0.7%
BRWA
219
B. Riley Wealth Advisors
Florida
$6.62M -$1.86M -52,130 -22%
WWP
220
WR Wealth Planners
Missouri
$6.62M +$6.42M +179,723 New
GI
221
GAMCO Investors
Connecticut
$6.55M -$8.93K -250 -0.1%
Cohen & Steers
222
Cohen & Steers
New York
$6.43M +$2.04M +57,054 +49%
SCA
223
Spearhead Capital Advisors
Florida
$6.43M +$3.68M +103,128 +144%
FIA
224
Foundations Investment Advisors
Arizona
$6.37M +$350K +9,809 +6%
OIS
225
Okabena Investment Services
Minnesota
$6.34M +$6.15M +172,223 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.