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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 %
CNB
351
Camden National Bank
Maine
$3.53M +$182K +4,134 +5%
BIP
352
Blueprint Investment Partners
North Carolina
$3.51M -$314K -7,157 -8%
AA
353
Altman Advisors
Illinois
$3.48M +$24.4K +555 +0.7%
WWC
354
Waypoint Wealth Counsel
Georgia
$3.47M +$14.9K +339 +0.4%
M
355
MOTCO
Texas
$3.45M +$269K +6,116 +8%
BIP
356
Blue Investment Partners
California
$3.45M +$19.8K +451 +0.6%
AAP
357
Arax Advisory Partners
Colorado
$3.4M -$251K -5,703 -7%
GKWIM
358
Gerber Kawasaki Wealth & Investment Management
California
$3.38M +$34.1K +776 +1%
WT
359
Whittier Trust
California
$3.35M +$19.9K +452 +0.6%
RVM
360
Robinson Value Management
Texas
$3.34M -$12.9K -293 -0.4%
SC
361
Sepio Capital
Utah
$3.3M +$2.02K +46 +0.1%
AI
362
Atria Investments
North Carolina
$3.28M -$176K -4,005 -5%
KP
363
Kitching Partners
Pennsylvania
$3.25M +$177K +4,037 +6%
NF
364
NavPoint Financial
Minnesota
$3.25M -$76.6K -1,744 -2%
LIA
365
LifePlan Investment Advisors
North Carolina
$3.25M +$59K +1,344 +2%
HWM
366
HB Wealth Management
Georgia
$3.22M +$88 +2 +0%
MCM
367
Mengis Capital Management
Oregon
$3.19M -$22K -500 -0.7%
RG
368
Rathbones Group
United Kingdom
$3.13M +$194K +4,405 +7%
EWM
369
Evermay Wealth Management
Virginia
$3.12M – – –
CGA
370
Crescent Grove Advisors
Illinois
$3.05M +$98.6K +2,244 +3%
PA
371
Parallel Advisors
California
$3.04M +$13.2K +300 +0.4%
CCA
372
Cobblestone Capital Advisors
New York
$3.04M -$65.6K -1,494 -2%
FMN
373
Financial Management Network
California
$3.01M +$117K +2,598 +4%
Vontobel Holding
374
Vontobel Holding
Switzerland
$3.01M -$326K -7,419 -10%
FA
375
Financial Alternatives
California
$3M -$53.4K -1,215 -2%
13 14
15
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