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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 %
FFN
426
Focus Financial Network
Minnesota
$2.22M +$289K +6,219 +15%
TFM
427
Trademark Financial Management
Minnesota
$2.22M +$109K +2,485 +5%
WFG
428
Wormser Freres Gestion
France
$2.2M +$144K +3,162 +7%
AR
429
Apeiron RIA
Texas
$2.18M +$27.3K +621 +1%
AWM
430
Avior Wealth Management
Nebraska
$2.16M -$516K -11,749 -19%
STA
431
Smith Thornton Advisors
Alabama
$2.15M +$2.15M +49,023 New
FF
432
Farrell Financial
New York
$2.14M +$84.4K +1,921 +4%
UAS
433
United Asset Strategies
New York
$2.1M +$946K +21,528 +82%
NCM
434
Northside Capital Management
Oregon
$2.08M +$14.3K +325 +0.7%
ICM
435
Intrepid Capital Management
Florida
$2.06M -$624K -14,206 -23%
PGF
436
Plan Group Financial
Oklahoma
$2.04M -$51.4K -1,171 -2%
RMF
437
Red Mountain Financial
Colorado
$2.03M +$2.03M +46,314 New
ICP
438
Interchange Capital Partners
Pennsylvania
$2.03M +$739K +16,811 +57%
BSW
439
Buckingham Strategic Wealth
Missouri
$2.02M -$338K -7,696 -14%
IWM
440
IHT Wealth Management
Illinois
$2.01M -$232K -5,282 -10%
Citadel Advisors
441
Citadel Advisors
Florida
$2M -$838K -19,086 -30%
DADC
442
D.A. Davidson & Co
Montana
$2M -$50.5K -1,150 -2%
MIA
443
MainStreet Investment Advisors
Illinois
$1.97M -$331K -7,546 -14%
HCM
444
Howland Capital Management
Massachusetts
$1.94M -$11.4M -258,970 -85%
DSN
445
D. Scott Neal
Kentucky
$1.93M -$16.1K -367 -0.8%
FCP
446
Fidelis Capital Partners
Florida
$1.93M +$402K +8,912 +26%
CI Investments Inc
447
CI Investments Inc
Ontario, Canada
$1.92M -$395K -9,000 -17%
HI
448
Harbour Investments
Wisconsin
$1.91M -$11.2K -255 -0.6%
AAS
449
Ameritas Advisory Services
Nebraska
$1.91M +$119K +2,717 +7%
CWS
450
Confluence Wealth Services
Pennsylvania
$1.9M +$64.6K +1,471 +4%
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