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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 %
Tudor Investment Corp
701
Tudor Investment Corp
Connecticut
$594K -$3.98M -90,680 -87%
MA
702
MONECO Advisors
Connecticut
$590K -$12.8K -291 -2%
SFCL
703
Strengthening Families & Communities LLC
Massachusetts
$590K +$590K +13,416 New
CCFM
704
Clear Creek Financial Management
Washington
$590K +$8.79K +200 +2%
GT
705
Glenmede Trust
Pennsylvania
$588K -$604K -13,740 -51%
MW
706
Maia Wealth
Colorado
$585K +$585K +12,795 New
SW
707
SlateStone Wealth
Florida
$585K – – –
CCWA
708
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$579K -$6.94K -158 -1%
RWMH
709
Riverpoint Wealth Management Holdings
Illinois
$574K – – –
KF
710
KKM Financial
Illinois
$573K – – –
GWM
711
GSB Wealth Management
Connecticut
$572K -$2.59K -59 -0.5%
PWA
712
Phoenix Wealth Advisors
North Carolina
$570K +$36.1K +822 +7%
ISL
713
Ingalls & Snyder LLC
New York
$568K – – –
MCCP
714
Mission Creek Capital Partners
California
$568K +$3.78K +86 +0.7%
BWA
715
Beam Wealth Advisors
Louisiana
$567K +$567K +12,904 New
GBT
716
Grove Bank & Trust
Florida
$565K – – –
AWA
717
Arkadios Wealth Advisors
Georgia
$563K +$35.1K +798 +7%
OHWP
718
Oak Harbor Wealth Partners
North Carolina
$562K – – –
BFG
719
Bleakley Financial Group
New Jersey
$560K +$13.8K +315 +3%
FMWA
720
Forvis Mazars Wealth Advisors
Missouri
$557K – – –
TNBTD
721
Trustmark National Bank Trust Department
Mississippi
$550K +$31.5K +717 +6%
CB
722
Community Bank
New York
$549K -$879 -20 -0.2%
HCC
723
Hirtle Callaghan & Co
Pennsylvania
$545K – – –
WFO
724
Wealthgate Family Office
Colorado
$541K – – –
ACM
725
Andina Capital Management
Utah
$539K -$123K -2,799 -19%
27 28
29
30 31