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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 %
TG
726
TCW Group
California
$534K -$15.8K -360 -3%
BW
727
Bison Wealth
Georgia
$534K – – –
PP
728
PDS Planning
Ohio
$531K +$659 +15 +0.1%
BMCM
729
Bryn Mawr Capital Management
Pennsylvania
$530K -$376K -8,428 -42%
AFO
730
Arrowroot Family Office
California
$529K -$2.72K -62 -0.5%
KWM
731
Keebeck Wealth Management
Illinois
$528K – – –
SIAM
732
Sterling Investment Advisors (Missouri)
Missouri
$527K -$21.7K -495 -4%
MW
733
MBL Wealth
North Carolina
$527K – – –
WC
734
Whitney & Co
New York
$527K -$40.7K -926 -7%
Betterment LLC
735
Betterment LLC
New York
$515K +$53.7K +1,222 +12%
CIA
736
Concurrent Investment Advisors
Florida
$515K +$170K +3,869 +49%
S
737
Sachetta
Massachusetts
$513K +$25.7K +565 +5%
BAM
738
Belpointe Asset Management
Nevada
$511K -$435K -9,903 -46%
EDRH
739
Edmond de Rothschild Holding
Switzerland
$508K – – –
AP
740
Appleton Partners
Massachusetts
$508K -$57.5K -1,309 -10%
TYCC
741
Texas Yale Capital Corp
Florida
$507K +$67K +1,526 +15%
CT
742
Colonial Trust
South Carolina
$504K +$4.39K +100 +0.9%
PS
743
Principal Securities
Iowa
$499K +$38K +864 +8%
WFS
744
WealthGarden F.S.
California
$499K +$499K +11,354 New
MFWP
745
Mosaic Family Wealth Partners
Missouri
$495K – – –
WRPWM
746
Werba Rubin Papier Wealth Management
California
$494K -$703 -16 -0.1%
SAW
747
Signal Advisors Wealth
Michigan
$492K -$4.89M -111,236 -91%
WAS
748
Winch Advisory Services
Wisconsin
$491K – – –
MHS
749
M Holdings Securities
Oregon
$490K -$1.16M -26,448 -70%
PB
750
Pinnacle Bancorp
Nebraska
$488K +$488K +11,117 New
28 29
30
31 32