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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.54B +$82.2M +2,300,878 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B -$13.4M -375,864 -0.9%
Bank of America
3
Bank of America
North Carolina
$1.45B +$52.2M +1,460,397 +4%
Morgan Stanley
4
Morgan Stanley
New York
$914M +$11.1M +310,238 +1%
CSIA
5
Charles Schwab Investment Advisory
California
$780M +$10.5M +292,574 +1%
Wells Fargo
6
Wells Fargo
California
$505M +$24M +671,367 +5%
PCA
7
Personal Capital Advisors
California
$499M +$14.9M +416,953 +3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$379M +$59M +1,652,537 +19%
UBS Group
9
UBS Group
Switzerland
$344M -$10.1M -281,625 -3%
Charles Schwab
10
Charles Schwab
California
$272M +$51.3M +1,436,094 +24%
Temasek Holdings
11
Temasek Holdings
Singapore
$267M
Citigroup
12
Citigroup
New York
$256M +$232M +6,486,167 +1,369%
CSIA
13
Carl Stuart Investment Advisor
Texas
$241M +$847K +23,708 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$231M +$30.5M +854,898 +16%
Ameriprise
15
Ameriprise
Minnesota
$191M +$3.91M +109,381 +2%
CAM
16
Cresset Asset Management
Illinois
$181M +$61.5M +1,721,694 +54%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$179M -$1.88M -52,672 -1%
PC
18
Packer & Co
Australia
$173M +$167M +4,685,100 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$158M +$26.5M +742,029 +21%
HighTower Advisors
20
HighTower Advisors
Illinois
$142M +$8.73M +244,286 +7%
RJA
21
Raymond James & Associates
Florida
$141M -$3.86M -107,927 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$139M +$88.6M +2,480,076 +191%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$135M +$23.6M +659,812 +21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$131M +$49.7M +1,392,484 +64%
BA
25
Bridgewater Associates
Connecticut
$123M -$10.3M -286,944 -8%

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.