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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 %
BFP
301
Briaud Financial Planning
Texas
$4.7M -$592K -13,485 -11%
AF
302
Advisornet Financial
Minnesota
$4.7M -$117K -2,668 -2%
TPWM
303
Twelve Points Wealth Management
Massachusetts
$4.68M +$382K +8,702 +9%
KA
304
Kure Advisory
Minnesota
$4.64M -$90.7K -2,065 -2%
AWM
305
Apollon Wealth Management
South Carolina
$4.64M -$101K -2,301 -2%
FNBT
306
FineMark National Bank & Trust
Florida
$4.61M -$256K -5,831 -5%
BCI
307
Brinker Capital Investments
Pennsylvania
$4.53M -$756K -17,209 -14%
OPS
308
Orion Portfolio Solutions
Nebraska
$4.53M -$756K -17,209 -14%
AFG
309
Atomi Financial Group
New York
$4.5M +$1.11M +25,345 +33%
FFG
310
Fiduciary Financial Group
California
$4.48M +$4.48M +95,945 New
DA
311
DCF Advisers
Connecticut
$4.39M – – –
VCM
312
Versant Capital Management
Arizona
$4.39M -$84.2K -1,917 -2%
PHAM
313
Palisades Hudson Asset Management
Florida
$4.38M -$104K -2,365 -2%
Bessemer Group
314
Bessemer Group
New Jersey
$4.29M – – –
PHS
315
Pekin Hardy Strauss
Illinois
$4.29M -$22K -500 -0.5%
FMI
316
F/M Investments
District of Columbia
$4.25M +$4.25M +96,690 New
CCG
317
Cypress Capital Group
Florida
$4.24M -$30.5K -695 -0.7%
BIA
318
Bigelow Investment Advisors
Maine
$4.23M +$155K +3,538 +4%
DRS
319
Deane Retirement Strategies
Louisiana
$4.2M -$68.7K -1,566 -2%
MAS
320
Madden Advisory Services
Florida
$4.18M +$112K +2,548 +3%
WP
321
WMS Partners
Maryland
$4.15M -$228K -5,193 -5%
WA
322
Wealth Alliance
New York
$4.14M -$10.7K -243 -0.3%
BFM
323
Boston Financial Management
Massachusetts
$4.12M -$66.9K -1,523 -2%
SIA
324
Sage Investment Advisers
New York
$4.12M -$11K -250 -0.3%
CFO
325
Callan Family Office
Pennsylvania
$4.12M +$2.59M +58,994 +170%
11 12
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