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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 %
IC
401
IEQ Capital
California
$2.54M -$1.19M -27,199 -32%
FTA
402
Financial & Tax Architects
Missouri
$2.54M -$55.4K -1,261 -2%
RJT
403
Raymond James Trust
Florida
$2.52M -$53.3K -1,213 -2%
SWA
404
Stratos Wealth Advisors
Ohio
$2.52M +$1.84M +41,849 +270%
CCM
405
Carlson Capital Management
Minnesota
$2.51M – – –
GWM
406
Geneos Wealth Management
Colorado
$2.51M +$2.35M +53,605 +1,556%
NFG
407
Nadler Financial Group
Illinois
$2.49M +$234K +5,327 +10%
AC
408
Avestar Capital
New York
$2.48M – – –
First Manhattan
409
First Manhattan
New York
$2.47M +$1.08M +24,595 +78%
P
410
&Partners
Tennessee
$2.44M +$2.44M +55,592 New
FHA
411
First Horizon Advisors
Tennessee
$2.42M +$2.28K +52 +0.1%
AP
412
Aspect Partners
Virginia
$2.41M +$12.8K +292 +0.5%
FLPIM
413
F.L. Putnam Investment Management
Massachusetts
$2.41M +$361K +8,226 +18%
BAM
414
Berkshire Asset Management
Pennsylvania
$2.41M +$2.41M +54,758 New
TSW
415
Thompson Siegel & Walmsley
Virginia
$2.39M – – –
IWC
416
Integrated Wealth Concepts
Massachusetts
$2.33M -$160K -3,652 -6%
NC
417
NewSquare Capital
Pennsylvania
$2.32M -$32.4K -737 -1%
LA
418
LM Advisors
California
$2.32M – – –
LWM
419
Laidlaw Wealth Management
New York
$2.31M -$46K -1,048 -2%
PFP
420
Pinnacle Financial Partners
Tennessee
$2.3M +$12.8K +300 +0.6%
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
$2.3M +$391K +8,895 +21%
Nomura Asset Management
422
Nomura Asset Management
Japan
$2.27M -$1.7M -38,800 -43%
BRM
423
Boston Research & Management
Massachusetts
$2.26M -$48.7K -1,110 -2%
CFGF
424
Compass Financial Group (Florida)
Florida
$2.24M -$53.6K -1,187 -2%
LIA
425
Lynx Investment Advisory
District of Columbia
$2.24M +$2.24M +50,889 New
15 16
17
18 19