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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 %
BFPW
626
BOK Financial Private Wealth
Colorado
$805K -$122K -2,780 -13%
NPF
627
Norris Perne & French
Michigan
$804K -$276K -6,283 -26%
PFM
628
Phillips Financial Management
Indiana
$803K – – –
MC
629
Moors & Cabot
Massachusetts
$801K +$267K +6,067 +50%
KCM
630
Kornitzer Capital Management
Kansas
$795K +$879 +20 +0.1%
EWA
631
EP Wealth Advisors
California
$794K -$24.5K -558 -3%
YDMI
632
Y.D. More Investments
Israel
$791K +$791K +18,000 New
CFP
633
Cascade Financial Partners
California
$788K – – –
WMA
634
Wealth Management Associates
New Jersey
$788K – – –
VAS
635
Valicenti Advisory Services
New York
$785K +$61.5K +1,400 +8%
HGA
636
Hobbs Group Advisors
South Carolina
$782K +$782K +17,810 New
SWM
637
Silverlake Wealth Management
Vermont
$779K +$779K +17,741 New
FPCP
638
Fort Point Capital Partners
California
$776K -$36.5K -831 -4%
KA
639
Kovack Advisors
Florida
$774K -$127K -2,901 -14%
SSWM
640
Sheets Smith Wealth Management
North Carolina
$770K -$62.2K -1,417 -7%
AWA
641
Authentikos Wealth Advisory
California
$769K +$193K +4,398 +34%
FNT
642
First National Trust
Pennsylvania
$766K – – –
MFA
643
Mayflower Financial Advisors
Massachusetts
$764K – – –
NFG
644
Nations Financial Group
Iowa
$762K +$2.24K +51 +0.3%
SCTC
645
Sanibel Captiva Trust Company
Florida
$760K +$22.6K +515 +3%
DWA
646
Divergent Wealth Advisors
Utah
$758K +$79.6K +1,811 +12%
SCI
647
S&CO Inc
Massachusetts
$754K – – –
CF
648
Crosspoint Financial
California
$749K – – –
ACIM
649
Azimuth Capital Investment Management
Michigan
$748K -$163K -3,720 -18%
Bank of Nova Scotia
650
Bank of Nova Scotia
Ontario, Canada
$742K -$33.9K -772 -4%
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