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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 %
FCA
376
FinTrust Capital Advisors
South Carolina
$2.97M +$161K +3,664 +6%
BFS
377
Bradley Foster & Sargent
Connecticut
$2.95M -$12.6K -287 -0.4%
VCWA
378
Vanguard Capital Wealth Advisors
Colorado
$2.93M +$875K +19,915 +42%
PIMG
379
Patriot Investment Management Group
Tennessee
$2.93M – – –
FSA
380
Financial Sense Advisors
California
$2.88M +$2.37K +54 +0.1%
SCI
381
Stableford Capital II
Arizona
$2.88M -$2.4M -51,735 -45%
CUAMC
382
China Universal Asset Management Company
China
$2.86M – – –
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$2.84M +$1.96M +44,729 +224%
FAIM
384
Financial Advocates Investment Management
Washington
$2.84M +$1.38M +31,502 +95%
ES
385
Eagle Strategies
New York
$2.78M +$1.14M +25,978 +70%
MWM
386
Modera Wealth Management
New Jersey
$2.78M -$23.5K -535 -0.8%
CL
387
COWA LLC
Oklahoma
$2.75M -$813K -18,496 -23%
SFFS
388
Stonehage Fleming Financial Services
Jersey
$2.74M +$1.27M +28,923 +86%
AAS
389
Avantax Advisory Services
Texas
$2.68M +$1.16M +26,302 +76%
FCM
390
Firestone Capital Management
Florida
$2.67M +$20K +455 +0.8%
OCM
391
One Capital Management
California
$2.66M +$205K +4,666 +8%
TW
392
Towerpoint Wealth
California
$2.64M -$72K -1,639 -3%
SW
393
Simplicity Wealth
New Jersey
$2.64M +$422K +9,612 +19%
GVAG
394
Great Valley Advisor Group
Delaware
$2.62M -$882K -20,087 -25%
GAM
395
Gould Asset Management
California
$2.6M -$83.5K -1,901 -3%
AFP
396
Ausdal Financial Partners
Iowa
$2.59M +$70.7K +1,610 +3%
RFC
397
Regions Financial Corp
Alabama
$2.58M -$112K -2,543 -4%
SW
398
Signify Wealth
Missouri
$2.56M -$85K -1,934 -3%
VW
399
Veridan Wealth
Oregon
$2.55M +$2.55M +40,971 New
SC
400
Scotia Capital
Ontario, Canada
$2.55M -$4.99M -113,600 -66%
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