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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 %
SFA
826
Sequoia Financial Advisors
Ohio
$359K +$48.3K +1,100 +16%
KWAG
827
Kiely Wealth Advisory Group
North Carolina
$356K +$122K +2,668 +52%
AFG
828
Arkansas Financial Group
Arkansas
$353K – – –
SEA
829
Stegent Equity Advisors
Texas
$352K -$12K -274 -3%
GT
830
Greenleaf Trust
Michigan
$352K +$114K +2,599 +48%
TI
831
Tidal Investments
Wisconsin
$350K – – –
JAG
832
Journey Advisory Group
Kentucky
$350K +$8.79K +200 +3%
FTC
833
Farmers Trust Company
Ohio
$345K – – –
AFA
834
AA Financial Advisors
Ohio
$345K +$41.3K +941 +14%
FFWM
835
Future Financial Wealth Management
Ohio
$343K – – –
MPM
836
Meritage Portfolio Management
Kansas
$341K -$63.7K -1,450 -16%
SWA
837
Strategies Wealth Advisors
Michigan
$341K – – –
AIA
838
Arbor Investment Advisors
North Carolina
$338K – – –
GM
839
GeoWealth Management
Illinois
$337K +$77.1K +1,755 +30%
TC
840
Tacita Capital
Ontario, Canada
$337K – – –
AFG
841
ABLE Financial Group
Arizona
$337K +$337K +7,660 New
FAB
842
First American Bank
Illinois
$335K – – –
WT
843
Washington Trust
Rhode Island
$333K +$3.16K +72 +1%
HFS
844
Howard Financial Services
Texas
$332K +$13.9K +316 +4%
FCCM
845
First City Capital Management
Georgia
$331K – – –
LNWWM
846
Laird Norton Wetherby Wealth Management
California
$331K -$30K -683 -8%
AI
847
Arrien Investments
Idaho
$329K – – –
ACM
848
Advance Capital Management
Michigan
$327K +$86.9K +1,978 +36%
WIC
849
Woodmont Investment Counsel
Tennessee
$325K -$2.28K -52 -0.7%
LWM
850
Lakeridge Wealth Management
Ohio
$324K – – –
32 33
34
35 36