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iShares Gold Trust Micro

26 hedge funds and large institutions have $784M invested in iShares Gold Trust Micro in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

63% more funds holding

Funds holding: 1626 (+10)

22% more capital invested

Capital invested by funds: $642M → $784M (+$143M)

5.43% more ownership

Funds ownership: 64.04%69.47% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$588M
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$57.4M +$54.5M +3,150,000 New
Teacher Retirement System of Texas
3
Teacher Retirement System of Texas
Texas
$36.4M
AWM
4
AE Wealth Management
Kansas
$33M +$10.2M +590,796 +48%
BlackRock
5
BlackRock
New York
$30M +$1.37M +79,401 +5%
GP
6
Greenline Partners
New York
$14.8M -$1.55M -89,430 -10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$14.4M +$13.5M +781,579 +7,041%
TF
8
Theory Financial
Colorado
$3.43M +$3.25M +188,235 New
MWM
9
Maripau Wealth Management
Indiana
$1.43M +$1.56K +90 +0.1%
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.31M +$1.25M +72,141 New
OC
11
Oarsman Capital
Wisconsin
$1.06M -$2.71M -156,683 -73%
AHSSHC
12
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.01M +$191K +11,061 +25%
VCM
13
Versant Capital Management
Arizona
$924K +$111K +6,436 +15%
JCIA
14
Jackson Creek Investment Advisors
Colorado
$397K +$120K +6,946 +47%
RWA
15
Rooted Wealth Advisors
Illinois
$300K +$284K +16,455 New
AWMNH
16
Arcadia Wealth Management (New Hampshire)
New Hampshire
$250K +$237K +13,703 New
Bank of America
17
Bank of America
North Carolina
$184K -$28.1K -1,625 -14%
RFS
18
Retirement Financial Solutions
Tennessee
$97.7K +$92.8K +5,367 New
UBS Group
19
UBS Group
Switzerland
$43.7K +$41.5K +2,399 New
KFS
20
Kelly Financial Services
Massachusetts
$35.4K +$16.9K +976 +101%
RWPA
21
Richard W. Paul & Associates
Michigan
$26K +$24.7K +1,427 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$20K +$19.1K +1,105 New
Osaic Holdings
23
Osaic Holdings
Arizona
$12K -$953K -55,104 -99%
BAM
24
Belpointe Asset Management
Nevada
$7.45K +$7.07K +409 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.59K +92 New

IAUM Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q4 2022, worth a combined $784M — up 22% from $642M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IAUM positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $54.5M. The largest seller was Jane Street, exiting entirely with an estimated $3.25M sold.

  • 26 institutional investors held iShares Gold Trust Micro (IAUM) as of Q4 2022, up from 16 in Q3 2022.
  • Funds reported $784M of iShares Gold Trust Micro stock for Q4 2022, up 22% quarter-over-quarter.
  • 12 funds opened new iShares Gold Trust Micro positions in Q4 2022 and 2 closed out, a net change of +10 holders.
  • The largest iShares Gold Trust Micro buyer in Q4 2022 was Sumitomo Mitsui Trust Group, an estimated $54.5M added.
  • The largest iShares Gold Trust Micro seller in Q4 2022 was Jane Street, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2022.