IAU icon

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 %
SG
801
Sharper & Granite
California
$393K +$34.3K +780 +10%
EWM
802
Endowment Wealth Management
Wisconsin
$393K -$6.41K -146 -2%
SEP
803
Southland Equity Partners
Missouri
$392K +$2.42K +55 +0.6%
WCA
804
Waypoint Capital Advisors
Minnesota
$392K +$439 +10 +0.1%
TCA
805
Transcend Capital Advisors
New Jersey
$391K +$8.65K +197 +2%
ML
806
McAdam LLC
Pennsylvania
$389K -$59K -1,344 -13%
RWA
807
Redhawk Wealth Advisors
Minnesota
$389K -$63.4K -1,444 -14%
PAS
808
Park Avenue Securities
New York
$388K +$151K +3,439 +64%
DCM
809
DGS Capital Management
New Jersey
$388K +$11.9K +271 +3%
HKAM
810
Horizon Kinetics Asset Management
New York
$387K +$966 +22 +0.3%
VA
811
Valmark Advisers
Ohio
$381K +$9.31K +212 +3%
FHB
812
First Hawaiian Bank
Hawaii
$379K -$173K -3,938 -31%
LBC
813
Lowe Brockenbrough & Co
Virginia
$374K – – –
USCWA
814
U.S. Capital Wealth Advisors
Texas
$373K -$17.7K -402 -5%
CCFCSB
815
Cape Cod Five Cents Savings Bank
Massachusetts
$372K – – –
FPB
816
First PREMIER Bank
South Dakota
$370K +$13.2K +301 +4%
IIA
817
Integral Investment Advisors
California
$369K +$1.76K +40 +0.5%
BCMLT
818
Beacon Capital Management LLC (Tennessee)
Tennessee
$369K +$230K +5,240 +166%
LFG
819
Larson Financial Group
Missouri
$365K +$8.22K +187 +2%
ESB
820
Essex Savings Bank
Connecticut
$365K -$38.4K -875 -10%
ACM
821
Ashford Capital Management
Delaware
$363K -$54K -1,229 -13%
AWA
822
Arete Wealth Advisors
Illinois
$363K -$117K -2,666 -24%
BIA
823
Benchmark Investment Advisors
Illinois
$360K -$14.1K -320 -4%
QPWM
824
Quadrant Private Wealth Management
Pennsylvania
$360K -$40K -910 -10%
GDP
825
Great Diamond Partners
Maine
$359K -$395 -9 -0.1%
31 32
33
34 35