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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 %
APW
526
Austin Private Wealth
Texas
$1.23M -$90.2K -2,053 -7%
Envestnet Portfolio Solutions
527
Envestnet Portfolio Solutions
Illinois
$1.23M -$92.2K -2,098 -7%
Mitsubishi UFJ Asset Management
528
Mitsubishi UFJ Asset Management
Japan
$1.23M -$199K -4,525 -14%
CCM
529
Courage Capital Management
Tennessee
$1.23M – – –
WWA
530
WCG Wealth Advisors
Nevada
$1.22M -$228K -5,178 -16%
MF
531
Montis Financial
Massachusetts
$1.22M -$183K -4,156 -13%
GRP
532
Global Retirement Partners
California
$1.22M -$196K -4,452 -14%
TA
533
TPG Advisors
Illinois
$1.21M +$1.21M +27,507 New
NL
534
NKCFO LLC
Illinois
$1.21M – – –
TPCW
535
TD Private Client Wealth
New York
$1.2M +$234K +5,330 +24%
CC
536
Callan Capital
California
$1.2M +$673K +15,312 +127%
DAS
537
Dynamic Advisor Solutions
Arizona
$1.2M -$2.2K -50 -0.2%
AA
538
Alesco Advisors
New York
$1.19M – – –
PWM
539
PBMares Wealth Management
Virginia
$1.19M -$9.71K -221 -0.8%
SAM
540
S.A. Mason
Michigan
$1.18M -$10.8K -245 -0.9%
EWM
541
Empirical Wealth Management
Washington
$1.18M +$99K +2,254 +9%
ACM
542
Ayrshire Capital Management
Connecticut
$1.18M +$1.18M +26,801 New
OC
543
Oppenheimer & Co
New York
$1.18M -$84.5K -1,924 -7%
FCH
544
Freestone Capital Holdings
Washington
$1.16M -$18.8K -427 -2%
WANY
545
Wealthspire Advisors (New York)
New York
$1.15M +$69.6K +1,584 +6%
Millennium Management
546
Millennium Management
New York
$1.15M +$1.15M +26,230 New
GC
547
Garde Capital
Washington
$1.14M – – –
GJIA
548
Glass Jacobson Investment Advisors
Maryland
$1.14M +$79.6K +1,813 +8%
CCB
549
Country Club Bank
Missouri
$1.14M -$44.6K -1,015 -4%
SAM
550
Simplify Asset Management
Nevada
$1.14M -$760K -17,308 -40%
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