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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 %
AP
551
Americana Partners
Texas
$1.14M -$42.5K -968 -4%
M
552
MYeCFO
California
$1.14M -$41.1K -935 -3%
VA
553
Vident Advisory
Georgia
$1.13M +$1.13M +25,774 New
BAWC
554
Boyce & Associates Wealth Consulting
Texas
$1.12M -$139K -3,158 -11%
VL
555
Vima LLC
Michigan
$1.12M -$177K -4,033 -14%
SWP
556
Strategic Wealth Partners
Ohio
$1.12M +$13.1K +299 +1%
FFA
557
Farther Finance Advisors
California
$1.11M +$383K +8,704 +53%
IAS
558
Insigneo Advisory Services
Florida
$1.11M +$1.11M +24,469 New
FFM
559
Forum Financial Management
Illinois
$1.11M +$8.44K +192 +0.8%
SVWAG
560
Sound View Wealth Advisors Group
Georgia
$1.11M – – –
GWM
561
Greenhouse Wealth Management
Connecticut
$1.11M – – –
MIM
562
Macroview Investment Management
Maryland
$1.1M -$7.69K -175 -0.7%
BBHC
563
Brown Brothers Harriman & Co
New York
$1.08M -$20.1K -458 -2%
BAG
564
Bridgewealth Advisory Group
California
$1.07M +$71.6K +1,630 +7%
VAM
565
Verity Asset Management
North Carolina
$1.07M -$737K -16,787 -41%
WCM
566
WealthBridge Capital Management
Ohio
$1.07M +$12.6K +287 +1%
ES
567
ETF Store
Kansas
$1.06M -$325K -7,387 -23%
RCG
568
Regatta Capital Group
California
$1.06M -$18.7K -425 -2%
LSAG
569
Lake Street Advisors Group
New Hampshire
$1.06M +$53.4K +1,216 +5%
PI
570
PFG Investments
New York
$1.06M -$7.25K -165 -0.7%
Luther King Capital Management (LKCM)
571
Luther King Capital Management (LKCM)
Texas
$1.06M -$1.3M – –
Jones Financial Companies
572
Jones Financial Companies
Missouri
$1.06M +$886K +20,172 +524%
RWP
573
RWA Wealth Partners
Massachusetts
$1.05M -$1.44M -32,747 -58%
FIM
574
FWL Investment Management
Texas
$1.05M -$380K -8,650 -27%
BWM
575
Blossom Wealth Management
California
$1.04M +$97.7K +2,223 +10%
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