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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 %
SC
276
Sinecera Capital
Texas
$5.68M +$22.6K +508 +0.4%
SPC
277
Sigma Planning Corp
Michigan
$5.66M +$140K +3,194 +3%
GWSA
278
Global Wealth Strategies & Associates
Colorado
$5.64M +$191K +4,344 +4%
CBA
279
Coastal Bridge Advisors
Connecticut
$5.62M -$47.1K -1,072 -0.8%
KC
280
Kades & Cheifetz
Pennsylvania
$5.59M -$114K -2,602 -2%
MIC
281
Meridian Investment Counsel
California
$5.56M -$4.83K -110 -0.1%
MWM
282
Modern Wealth Management
Kansas
$5.53M +$35.3K +803 +0.6%
MWM
283
Maltin Wealth Management
New Jersey
$5.42M +$94.5K +2,152 +2%
AIM
284
Alhambra Investment Management
Florida
$5.28M -$1.3M -29,697 -20%
RCM
285
Regency Capital Management
Hawaii
$5.18M +$211K +4,800 +4%
FA
286
FDx Advisors
Illinois
$5.15M -$281K -6,393 -5%
NMG
287
New Millennium Group
Utah
$5.14M +$5.14M +116,995 New
LA
288
Lifeworks Advisors
Michigan
$5.1M +$298K +6,785 +6%
SAA
289
Southeast Asset Advisors
Georgia
$5.08M -$1.59M -36,280 -24%
ACA
290
Ackerman Capital Advisors
Texas
$5.06M +$34.7K +789 +0.7%
WFG
291
Wills Financial Group
Virginia
$5.02M +$4.83K +110 +0.1%
WP
292
Wealthspan Partners
Iowa
$5.02M +$118K +2,681 +2%
PWA
293
Prairie Wealth Advisors
Nebraska
$5M – – –
WIP
294
WealthCare Investment Partners
Rhode Island
$4.98M +$376K +8,559 +8%
Lido Advisors
295
Lido Advisors
California
$4.97M +$516K +11,747 +12%
AWP
296
Accretive Wealth Partners
New Jersey
$4.97M -$96.3K -2,193 -2%
AA
297
Axiom Advisory
California
$4.96M +$4.96M +112,203 New
VWM
298
VCI Wealth Management
Missouri
$4.95M +$1.39M +31,755 +39%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$4.81M -$1.12M -25,445 -19%
CL
300
Choreo LLC
Illinois
$4.71M +$295K +6,690 +7%
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