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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 %
SMWM
751
Silvia McColl Wealth Management
California
$486K – – –
HW
752
Hancock Whitney
Mississippi
$484K – – –
WPA
753
West Paces Advisors
Georgia
$484K – – –
EWM
754
EPG Wealth Management
Georgia
$483K -$462K -11,004 Closed
ADL
755
Asset Dedication LLC
California
$482K +$9.62K +219 +2%
IWN
756
Independent Wealth Network
Iowa
$476K -$35.6K -811 -7%
GIA
757
Gladstone Institutional Advisory
Florida
$476K +$220 +5 +0%
BWL
758
Bogart Wealth LLC
Virginia
$475K +$1.1K +25 +0.2%
PA
759
Pinnacle Associates
New York
$474K -$44.6K -1,015 -9%
TNA
760
True North Advisors
Texas
$468K +$468K +10,650 New
CAI
761
Capital Advisors Inc
Oklahoma
$468K +$57.5K +1,309 +14%
CF
762
Clarity Financial
Texas
$467K -$122K -2,771 -21%
VCM
763
Viewpoint Capital Management
Washington
$467K – – –
PFA
764
Petra Financial Advisors
Colorado
$466K – – –
BMA
765
Brooks Moore & Associates
Tennessee
$465K +$22K +500 +5%
FWM
766
FFT Wealth Management
Pennsylvania
$460K +$93.4K +2,125 +25%
DC
767
Davenport & Co
Virginia
$459K -$18.8K -427 -4%
TWM
768
Tradition Wealth Management
Minnesota
$450K – – –
IWA
769
Inspirion Wealth Advisors
Illinois
$448K – – –
CIS
770
Custom Index Systems
New York
$447K -$2.46K -56 -0.5%
SEIA
771
Signature Estate & Investment Advisors
California
$447K – – –
LFAS
772
Level Four Advisory Services
Texas
$440K -$22.4K -511 -5%
HCM
773
Hengehold Capital Management
Ohio
$439K – – –
MAWAG
774
Mid-American Wealth Advisory Group
Missouri
$437K -$10.1K -230 -2%
SFP
775
Shepherd Financial Partners
Massachusetts
$432K -$1.67K -38 -0.4%
29 30
31
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