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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 %
CSIC
776
Clifford Swan Investment Counsel
California
$429K +$2.24K +51 +0.5%
SCA
777
STALEY CAPITAL ADVISERS
Pennsylvania
$427K – – –
WDC
778
Woodward Diversified Capital
California
$426K -$87.9K -2,000 -17%
PIA
779
Perennial Investment Advisors
California
$425K -$6.72K -153 -2%
MWM
780
Mission Wealth Management
California
$423K -$51.1K -1,164 -11%
WA
781
Waverly Advisors
Alabama
$421K +$7.42K +169 +2%
BDF
782
Black Diamond Financial
Maryland
$421K -$82.6K -1,880 -16%
DG
783
DMC Group
Alabama
$419K +$18.8K +429 +5%
CPA
784
Capital Planning Advisors
California
$418K -$49K -1,116 -10%
CIA
785
Choate Investment Advisors
Massachusetts
$418K – – –
CNBTD
786
Citizens National Bank Trust Department
Mississippi
$418K +$150K +3,412 +56%
FWI
787
Facet Wealth Inc
Maryland
$418K +$139K +3,050 +50%
WN
788
Williams & Novak
California
$418K +$571 +13 +0.1%
IIC
789
Integrated Investment Consultants
Michigan
$416K – – –
CAG
790
Csenge Advisory Group
Florida
$415K +$117K +2,655 +39%
SG
791
StoneX Group
New York
$413K +$64.1K +1,460 +18%
CRC
792
Catawba River Capital
South Carolina
$411K -$4.92K -112 -1%
PGFC
793
Peapack-Gladstone Financial Corp
New Jersey
$410K – – –
SHWM
794
Smith & Howard Wealth Management
Georgia
$407K – – –
FFB
795
First Financial Bankshares
Texas
$399K -$86K -1,957 -18%
SFC
796
Strategic Financial Concepts
Texas
$399K +$131K +9,172 +49%
PP
797
Patten & Patten
Tennessee
$396K – – –
BCP
798
Berkeley Capital Partners
Georgia
$395K -$13.4K -304 -3%
BOPW
799
Brandywine Oak Private Wealth
Pennsylvania
$395K – – –
MBI
800
May Barnhard Investments
Maryland
$393K – – –
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