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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 %
RSWM
601
Robertson Stephens Wealth Management
California
$920K -$1.15M -26,188 -56%
MAA
602
Mraz Amerine & Associates
California
$895K -$54.9K -1,250 -6%
AC
603
Avory & Company
Florida
$879K – – –
AA
604
Auxano Advisors
Washington
$877K -$13.6K -310 -2%
DA
605
Doliver Advisors
Texas
$876K -$63.7K -1,450 -7%
KCM
606
Kanawha Capital Management
Virginia
$874K +$306K +6,976 +54%
S
607
SignatureFD
Georgia
$874K -$8.65K -197 -1%
BCPWM
608
Bradley & Co Private Wealth Management
Florida
$873K – – –
RIA
609
Regal Investment Advisors
Michigan
$871K -$162K -3,686 -16%
Natixis Advisors
610
Natixis Advisors
Massachusetts
$869K +$74.5K +1,696 +9%
IA
611
IFG Advisory
Georgia
$869K +$33.4K +760 +4%
NRI
612
NFP Retirement Inc
California
$867K +$81.8K +1,862 +10%
HH
613
Hilltop Holdings
Texas
$866K -$17.4K -396 -2%
HC
614
Hamilton Capital
Ohio
$866K -$275K -6,251 -24%
TAM
615
Titleist Asset Management
Texas
$865K +$139K +3,165 +19%
WAP
616
Wealthcare Advisory Partners
Pennsylvania
$859K +$60.1K +1,367 +8%
MFG
617
Merit Financial Group
Georgia
$848K +$20.9K +475 +3%
KWA
618
Kingswood Wealth Advisors
California
$836K +$1.05K +24 +0.1%
BFA
619
Bright Financial Advisors
Michigan
$836K +$2.15K +49 +0.3%
DL
620
DOHJ LLC
Washington
$834K -$11.6K -263 -1%
BWM
621
BKM Wealth Management
Wisconsin
$825K +$537K +12,215 +186%
TC
622
TAP Consulting
Missouri
$821K -$6.02K -137 -0.7%
QCM
623
Quantinno Capital Management
New York
$819K +$397K +9,027 +94%
NFP
624
Narus Financial Partners
Utah
$816K -$15.3K -348 -2%
CPA
625
Cardiff Park Advisors
California
$808K – – –
23 24
25
26 27