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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 %
First Trust Advisors
676
First Trust Advisors
Illinois
$667K +$335K +7,623 +101%
EFS
677
Essex Financial Services
Connecticut
$664K +$120K +2,621 +22%
HCA
678
Horan Capital Advisors
Ohio
$663K – – –
TFO
679
Tarbox Family Office
California
$659K – – –
HF
680
HRT Financial
New York
$653K +$653K +14,885 New
CIC
681
Carnegie Investment Counsel
Ohio
$649K – – –
IAA
682
Independent Advisor Alliance
North Carolina
$648K +$74.1K +1,686 +13%
AWM
683
Avaii Wealth Management
Wisconsin
$640K +$5.62K +128 +0.9%
SOS
684
Silver Oak Securities
Tennessee
$638K -$184K -4,178 -22%
MFG
685
Marmo Financial Group
Tennessee
$633K -$36.9K -840 -6%
IF
686
Intrua Financial
Texas
$626K -$17.4K -397 -3%
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$623K +$2.24K +51 +0.4%
UCFA
688
United Capital Financial Advisors
Texas
$622K -$115K -2,620 -16%
CIA
689
Capital Investment Advisors
Georgia
$618K +$52.2K +1,189 +9%
AIM
690
Access Investment Management
Georgia
$617K – – –
ANBT
691
American National Bank & Trust
Texas
$615K +$1.1K +25 +0.2%
JIP
692
Jaffetilchin Investment Partners
Florida
$615K +$28.5K +648 +5%
VWM
693
Venturi Wealth Management
Texas
$609K +$61K +1,388 +11%
EWA
694
Encompass Wealth Advisors
Oregon
$607K – – –
KIA
695
KCM Investment Advisors
California
$604K +$344K +7,837 +132%
AWM
696
Aprio Wealth Management
Georgia
$604K +$604K +13,743 New
SWM
697
Spire Wealth Management
Virginia
$604K -$332K -7,551 -35%
ONB
698
Old National Bancorp
Indiana
$602K -$17.4K -396 -3%
CIM
699
Confluence Investment Management
Missouri
$601K +$16.9K +385 +3%
CBT
700
Central Bank & Trust
Kentucky
$597K +$163K +3,716 +38%
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