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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 %
WCA
501
Westover Capital Advisors
Delaware
$1.41M +$57.5K +1,308 +4%
CPM
502
Connective Portfolio Management
New York
$1.41M – – –
BA
503
Ballew Advisors
Mississippi
$1.4M -$4.3K -94 -0.3%
MWM
504
Mosley Wealth Management
California
$1.4M +$36.4K +829 +3%
SAM
505
Strategy Asset Managers
California
$1.39M +$1.39M +38,125 New
RZH
506
Relyea Zuckerberg Hanson
Connecticut
$1.38M -$29.5K -672 -2%
SB
507
Simmons Bank
Arkansas
$1.38M -$33.2K -756 -2%
NAM
508
Nissay Asset Management
Japan
$1.37M -$1.37M -31,147 -50%
MSFS
509
Main Street Financial Solutions
Pennsylvania
$1.36M +$272K +6,190 +25%
FIM
510
Freedom Investment Management
Connecticut
$1.34M -$239K -5,431 -15%
RDWM
511
Red Door Wealth Management
Tennessee
$1.33M +$246K +5,610 +23%
EE
512
EWG Elevate
California
$1.33M +$122K +2,773 +10%
ACM
513
AlphaStar Capital Management
North Carolina
$1.32M +$53.4K +1,216 +4%
CW
514
CreativeOne Wealth
Kansas
$1.31M +$39K +888 +3%
TF
515
Trek Financial
Arizona
$1.31M +$679K +15,461 +108%
BA
516
Bristlecone Advisors
Washington
$1.31M +$61.4K +1,397 +5%
IFS
517
Ifrah Financial Services
Arkansas
$1.31M -$17.1K -390 -1%
NEPWA
518
New England Private Wealth Advisors
Massachusetts
$1.31M +$196K +4,464 +18%
PRS
519
Pinkerton Retirement Specialists
Idaho
$1.3M -$18.2K -414 -1%
UCB
520
United Community Bank
South Carolina
$1.28M -$43.9K -1,000 -3%
FP
521
FFG Partners
Florida
$1.28M +$78.1K +1,777 +7%
CT
522
Clearstead Trust
Maine
$1.27M – – –
CWM
523
Congress Wealth Management
Massachusetts
$1.24M -$680K -15,484 -35%
PP
524
Prudential plc
United Kingdom
$1.24M -$1.71M -38,930 -58%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$1.24M -$63K -1,434 -5%
19 20
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