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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 %
PCTC
476
Perkins Coie Trust Company
Washington
$1.64M +$85.6K +1,949 +6%
AT
477
Arlington Trust
Alabama
$1.63M – – –
BO
478
Bank OZK
Arkansas
$1.62M +$88 +2 +0%
SA
479
Sunesis Advisors
Kansas
$1.6M -$267K -6,077 -14%
JWCA
480
J.W. Cole Advisors
Florida
$1.59M -$93.9K -2,137 -6%
IPW
481
Inlet Private Wealth
Florida
$1.58M +$19.2K +436 +1%
FM
482
Family Management
New York
$1.58M +$589K +13,400 +59%
SMA
483
Sage Mountain Advisors
Georgia
$1.57M +$1.57M +35,786 New
CA
484
Clearstead Advisors
Ohio
$1.56M +$826K +18,808 +112%
ECM
485
Evergreen Capital Management
Washington
$1.55M +$8K +182 +0.5%
GC
486
Guidance Capital
Kentucky
$1.51M -$6.39K -138 -0.4%
EFS
487
Econ Financial Services
Pennsylvania
$1.51M -$506K -11,515 -25%
ACM
488
Avalon Capital Management
California
$1.5M +$1.26M +28,712 +528%
MGWM
489
Marks Group Wealth Management
Minnesota
$1.5M – – –
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$1.5M +$87.1K +1,984 +6%
HWP
491
Highline Wealth Partners
California
$1.49M +$15.1K +343 +1%
GSAM
492
Grant Street Asset Management
Pennsylvania
$1.49M +$1.49M +33,900 New
FTUS
493
Flow Traders U.S.
New York
$1.47M +$1.47M +33,461 New
SAM
494
Satovsky Asset Management
New York
$1.47M -$40.7K -926 -3%
HFP
495
Holistic Financial Partners
Indiana
$1.45M – – –
OFA
496
Oak Family Advisors
Illinois
$1.44M +$317K +7,211 +28%
TC
497
TownSquare Capital
Utah
$1.43M +$209K +4,752 +17%
WS
498
Wedbush Securities
California
$1.43M -$479K -10,906 -25%
BPC
499
Banque Pictet & Cie
Switzerland
$1.42M – – –
RC
500
Roundview Capital
New Jersey
$1.41M -$71.2K -1,620 -5%
18 19
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