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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 %
WCFA
451
Walkner Condon Financial Advisors
Wisconsin
$1.89M -$18.3K -417 -1%
MIA
452
MMBG Investment Advisors
Florida
$1.88M – – –
KIA
453
Knollwood Investment Advisory
Maryland
$1.88M – – –
JF
454
Jump Financial
Illinois
$1.86M +$1.63M +37,094 +702%
AA
455
Advisory Alpha
Michigan
$1.85M -$1.26M -28,672 -41%
MA
456
Mutual Advisors
Nebraska
$1.84M +$16K +356 +0.9%
VFO
457
Virtus Family Office
Texas
$1.83M -$293K -6,663 -14%
SF
458
Synovus Financial
Georgia
$1.83M +$63.2K +1,439 +4%
BCA
459
Bay Colony Advisors
Massachusetts
$1.82M +$625K +14,217 +52%
SAM
460
SignalPoint Asset Management
Missouri
$1.81M -$59K -1,343 -3%
SCA
461
Snowden Capital Advisors
New York
$1.81M -$2.86K -65 -0.2%
SIS
462
Strategic Investment Solutions
Illinois
$1.8M +$1.8M +45,886 New
WCM
463
Whitener Capital Management
North Carolina
$1.75M -$5.32K -121 -0.3%
WA
464
WBH Advisory
Maryland
$1.74M -$104K -2,360 -6%
NPFS
465
Novak & Powell Financial Services
Florida
$1.73M – – –
TPI
466
Trust Point Inc
Wisconsin
$1.69M – – –
VR
467
Valued Retirements
Texas
$1.69M – – –
MCA
468
Magnolia Capital Advisors
Mississippi
$1.68M +$1.68M +38,339 New
IC
469
Iconiq Capital
California
$1.68M – – –
FTWA
470
Fifth Third Wealth Advisors
Ohio
$1.67M +$529K +12,050 +46%
TPWA
471
TRUE Private Wealth Advisors
Oregon
$1.67M -$1.32K -30 -0.1%
IAN
472
Integrated Advisors Network
Texas
$1.67M +$29.8K +679 +2%
TW
473
TrinityPoint Wealth
Connecticut
$1.66M -$8.96K -204 -0.5%
ATPW
474
Ashton Thomas Private Wealth
Arizona
$1.65M +$254K +5,782 +18%
PFS
475
Prospera Financial Services
Texas
$1.65M +$193K +4,393 +13%
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