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iShares Gold Trust
IAU

Overview Fund Activity

1,163 hedge funds and large institutions have $16.5B invested in iShares Gold Trust in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 385 increasing their positions, 422 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
+25
Holders Change %
+2.2%
% of All Funds
16.91%
Holding in Top 10
117
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.41%
% of All Funds
1.7%
New
100
Increased
385
Reduced
422
Closed
57
Calls
$377M
Puts
$1.26B
Net Calls
-$884M
Net Calls Change
-$399M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$879M
2
UBS Group
UBS Group
Switzerland
+$355M
3
Truist Financial
Truist Financial
North Carolina
+$58.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$29.2M
5
TCM
Tradewinds Capital Management
Washington
+$27M

Top Sellers

1
MB
Mizuho Bank
Japan
-$252M
2
GA
GFS Advisors
Texas
-$177M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$142M
4
Jane Street
Jane Street
New York
-$40.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$6.65M -$336K -7,643 -5%
FWM
252
Foguth Wealth Management
Michigan
$6.64M +$1.53M +34,826 +30%
GFS
253
GYL Financial Synergies
Connecticut
$6.64M -$254K -5,781 -4%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$6.55M -$1.66M -37,874 -20%
BWP
255
BSW Wealth Partners
Colorado
$6.51M -$282K -6,413 -4%
VCM
256
Vivaldi Capital Management
Illinois
$6.46M -$80.9K -1,842 -1%
MA
257
MBA Advisors
Pennsylvania
$6.46M +$91.7K +2,087 +1%
OPA
258
Old Port Advisors
Maine
$6.45M +$456K +10,373 +8%
PFM
259
Patton Fund Management
Texas
$6.41M -$357K -8,119 -5%
TCM
260
Towneley Capital Management
California
$6.36M -$830K -18,905 -12%
STA
261
Summit Trail Advisors
New York
$6.34M +$734K +16,715 +13%
KPWS
262
Kestra Private Wealth Services
Texas
$6.33M +$126K +2,862 +2%
SCP
263
Silverleafe Capital Partners
Tennessee
$6.31M -$1.69M -38,540 -21%
CWM
264
Cranbrook Wealth Management
Michigan
$6.22M -$118K -2,688 -2%
BP
265
Ballentine Partners
Massachusetts
$6.13M -$1.64M -37,390 -21%
FA
266
Fermata Advisors
California
$6.06M -$74.9K -1,706 -1%
OFW
267
Omnia Family Wealth
Florida
$6.03M -$58.3K -1,326 -1%
FCIM
268
Fairview Capital Investment Management
California
$6.02M +$32.4K +738 +0.5%
WC
269
Weil Company
California
$5.99M -$1.26M -28,714 -17%
FCI
270
Financial Counselors Inc
Kansas
$5.96M -$61.2K -1,392 -1%
WFA
271
Wellspring Financial Advisors
Ohio
$5.94M -$232K -5,280 -4%
MOS
272
MGO One Seven
Ohio
$5.8M -$2.97M -67,676 -34%
CPG
273
Custom Portfolio Group
Colorado
$5.8M -$162K -3,787 -3%
HPIA
274
Hamilton Point Investment Advisors
North Carolina
$5.76M +$117K +2,655 +2%
Prudential Financial
275
Prudential Financial
New Jersey
$5.73M +$2.03M +46,307 +55%
9 10
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