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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 %
PCWA
326
Pacific Capital Wealth Advisors
California
$4.09M +$1.19M +27,107 +41%
FA
327
Flagstar Advisors
New York
$4.07M +$27.3K +622 +0.7%
HFM
328
Harvest Fund Management
China
$4.07M +$94.4K +2,149 +2%
PWA
329
Provenance Wealth Advisors
Florida
$4.03M -$38.9K -885 -1%
WF
330
Welch & Forbes
Massachusetts
$4.02M -$12.6K -282 -0.3%
IC
331
Inscription Capital
Texas
$4.02M +$110K +2,500 +3%
MWM
332
Moulton Wealth Management
Washington
$4M -$85.5K -1,907 -2%
RFO
333
RiverGlades Family Offices
Florida
$3.96M +$16.5K +375 +0.4%
DAS
334
Diversify Advisory Services
Utah
$3.95M -$76.2K -1,707 -2%
NL
335
NVWM LLC
Pennsylvania
$3.95M +$41.6K +948 +1%
FT
336
Fiduciary Trust
Massachusetts
$3.92M -$165K -3,763 -4%
HNB
337
Hilltop National Bank
Wyoming
$3.9M -$326K -7,421 -8%
GI
338
Gradient Investments
Minnesota
$3.85M -$150K -3,422 -4%
SPFA
339
Summit Place Financial Advisors
New Jersey
$3.85M -$41.8K -952 -1%
EFM
340
E Fund Management
China
$3.82M +$515K +11,720 +16%
WJWM
341
Williams Jones Wealth Management
New York
$3.81M +$2.46M +55,885 +181%
GC
342
Gibson Capital
Pennsylvania
$3.8M +$2.63M +59,962 +227%
ATC
343
Argent Trust Co
Tennessee
$3.79M -$165K -3,745 -4%
AWA
344
Amplius Wealth Advisors
Pennsylvania
$3.69M -$506K -11,521 -12%
DFA
345
Delta Financial Advisors
Louisiana
$3.68M +$79.1K +1,800 +2%
WTC
346
WhitTier Trust Company
Nevada
$3.65M +$250K +5,700 +7%
TWM
347
TriaGen Wealth Management
California
$3.62M +$271K +6,175 +8%
DFA
348
Davies Financial Advisors
California
$3.62M +$3.14M +71,434 +653%
TM
349
Tikvah Management
North Carolina
$3.61M – – –
AFO
350
Allie Family Office
Florida
$3.57M +$1.23M +28,085 +53%
12 13
14
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