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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
16.92%
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
$880M
2
UBS Group
UBS Group
Switzerland
$355M
3
Truist Financial
Truist Financial
North Carolina
$108M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$33.3M
5
TCM
Tradewinds Capital Management
Washington
$27M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
GA
GFS Advisors
Texas
$6.98M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$791M
4
Jane Street
Jane Street
New York
$65.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
$391M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$49.2M -$11.7M -265,738 -19%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$47.4M +$525K +11,942 +1%
BIAS
53
Beacon Investment Advisory Services
New Jersey
$46.1M -$385K -8,775 -0.8%
Corient Private Wealth
54
Corient Private Wealth
Florida
$44.7M +$230K +5,238 +0.5%
CAAS
55
Capital Asset Advisory Services
Michigan
$43.9M +$4.84M +108,310 +12%
A
56
Allianz
Germany
$42.9M +$1.56M +35,602 +4%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$42.8M +$2.48M +57,611 +6%
OA
58
Oxbow Advisors
Texas
$42.4M +$3.31M +75,319 +8%
MSL
59
Mackay Shields LLC
New York
$40.8M – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$40.7M +$179K +4,082 +0.4%
AWM
61
Axxcess Wealth Management
California
$38.7M -$549K -12,508 -1%
GG
62
GenWealth Group
New Jersey
$35.9M -$1.26M -28,735 -3%
CL
63
CRCM LP
California
$35.8M +$69.4K +1,580 +0.2%
Goldman Sachs
64
Goldman Sachs
New York
$35.4M +$1.01M +23,062 +3%
Creative Planning
65
Creative Planning
Kansas
$35.1M +$426K +9,705 +1%
CWM
66
Circle Wealth Management
New Jersey
$34.8M – – –
HSBC Holdings
67
HSBC Holdings
United Kingdom
$33.3M +$29.2M +665,653 +714%
BFO
68
Biltmore Family Office
North Carolina
$31.8M +$747K +16,996 +2%
TFCP
69
Twin Focus Capital Partners
Massachusetts
$31.4M +$6.67M +151,924 +27%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$30.9M +$292K +6,654 +1%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$30.2M -$1.04M -23,570 -3%
EWA
72
EverSource Wealth Advisors
Alabama
$30.2M -$526K -11,352 -2%
NCM
73
Narwhal Capital Management
Georgia
$30M -$415K -9,447 -1%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$29.7M -$775K -17,650 -3%
EWM
75
Evercore Wealth Management
New York
$29.6M -$192K -4,375 -0.6%
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