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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
16.92%
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
$880M
2
UBS Group
UBS Group
Switzerland
$355M
3
Truist Financial
Truist Financial
North Carolina
$108M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$33.3M
5
TCM
Tradewinds Capital Management
Washington
$27M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
GA
GFS Advisors
Texas
$6.98M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$791M
4
Jane Street
Jane Street
New York
$65.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
$391M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
26
Equitable Trust
Tennessee
$115M -$3.59M -81,638 -3%
Truist Financial
27
Truist Financial
North Carolina
$108M +$58.8M +1,339,100 +119%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$100M +$6.54M +146,568 +7%
PCP
29
Proficio Capital Partners
Massachusetts
$94.2M +$1.96M +44,515 +2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$91M -$4.16M -94,666 -4%
TAM
31
Tocqueville Asset Management
New York
$90M -$10M -227,734 -10%
GAG
32
GM Advisory Group
New York
$88.3M -$286K -6,508 -0.3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$86.4M -$1.62M -36,918 -2%
AL
34
Arnhold LLC
New York
$77.2M -$1.1M -25,000 -1%
Stifel Financial
35
Stifel Financial
Missouri
$72.3M +$2.64M +60,079 +4%
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$71.8M -$1.91M -43,575 -3%
MD
37
Money Design
Japan
$71.4M +$2.06M +46,863 +3%
MCM
38
Moon Capital Management
New York
$68.5M – – –
CTC
39
Central Trust Company
Missouri
$66M -$1.8M -41,047 -3%
Jane Street
40
Jane Street
New York
$65.6M -$40.5M -921,974 -38%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$64.2M +$25.6M +581,671 +66%
FCAS
42
First Command Advisory Services
Texas
$61.9M -$2.29M -52,096 -4%
JMFC
43
J.M. Forbes & Co
Massachusetts
$61.1M +$1.16M +26,489 +2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$58.4M +$3.15M +71,749 +6%
CAM
45
Cresset Asset Management
Illinois
$56.7M +$13.7M +312,552 +32%
Mariner
46
Mariner
Kansas
$55.1M +$3.45M +78,593 +7%
Franklin Resources
47
Franklin Resources
California
$54.8M -$860K -19,581 -2%
AG
48
AlTi Global
New York
$54.5M +$2.76M +62,911 +5%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$53.3M -$99.1K -2,255 -0.2%
TWM
50
Tanglewood Wealth Management
Texas
$53.1M +$150K +3,407 +0.3%
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