IAU icon

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 %
MCCA
651
Mill Creek Capital Advisors
Pennsylvania
$739K – – –
RAM
652
Riggs Asset Management
Pennsylvania
$737K -$9.93K -226 -1%
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$733K – – –
WFAG
654
Wescott Financial Advisory Group
Pennsylvania
$733K – – –
MCP
655
Mirador Capital Partners
California
$729K +$86.8K +1,975 +14%
WWM
656
Western Wealth Management
Colorado
$723K +$129K +2,943 +22%
PWP
657
Principle Wealth Partners
Connecticut
$723K +$20.2K +459 +3%
JCM
658
Jacobi Capital Management
Pennsylvania
$722K +$50.6K +1,151 +8%
RA
659
RFG Advisory
Alabama
$722K -$130K -2,954 -15%
MCM
660
Mill Capital Management
North Carolina
$714K +$714K +16,250 New
VT
661
Vise Technologies
New York
$714K +$714K +16,246 New
MG
662
Mather Group
Illinois
$708K +$143K +3,404 +25%
AWM
663
Aberdeen Wealth Management
Illinois
$699K – – –
CLOS
664
Compagnie Lombard Odier SCmA
Switzerland
$698K -$152K -3,457 -18%
SC
665
Savant Capital
Illinois
$694K +$166K +3,770 +31%
WIA
666
World Investment Advisors
California
$690K +$690K +15,715 New
EIP
667
Ellis Investment Partners
Pennsylvania
$690K +$42.3K +964 +7%
BFO
668
Boston Family Office
Massachusetts
$684K +$276K +6,290 +68%
AQR Capital Management
669
AQR Capital Management
Connecticut
$683K +$683K +15,551 New
NWM
670
Northcape Wealth Management
New York
$682K +$132K +3,000 +24%
BFC
671
Blue Fin Capital
Rhode Island
$681K – – –
SFS
672
Sharp Financial Services
Pennsylvania
$680K +$178K +4,044 +35%
VFA
673
Valeo Financial Advisors
Indiana
$679K +$256K +5,828 +61%
HDIM
674
Hanson & Doremus Investment Management
Vermont
$677K -$47.1K -1,073 -7%
EL
675
EMFO LLC
Florida
$672K – – –
25 26
27
28 29