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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 %
HSA
851
HBK Sorce Advisory
Pennsylvania
$322K -$22.4K -509 -7%
BAAM
852
Baker Avenue Asset Management
California
$321K -$7.34K -167 -2%
NRC
853
New Republic Capital
North Carolina
$320K +$320K +7,286 New
TLCM
854
Twin Lakes Capital Management
California
$320K – – –
OFG
855
Orcam Financial Group
California
$319K -$47.2K -1,075 -13%
CAG
856
Crestwood Advisors Group
Massachusetts
$318K -$3.03K -69 -0.9%
AL
857
Aspiriant LLC
California
$316K +$264 +6 +0.1%
SIMG
858
Sonora Investment Management Group
Arizona
$316K – – –
FPAS
859
Focus Partners Advisor Solutions
Missouri
$313K +$39.8K +907 +15%
PWMAG
860
Pinnacle Wealth Management Advisory Group
New Jersey
$313K – – –
SIA
861
Schechter Investment Advisors
Michigan
$312K – – –
BWP
862
Balboa Wealth Partners
Arizona
$312K +$312K +7,105 New
SW
863
Solidarity Wealth
Utah
$311K – – –
CA
864
Cambridge Advisors
Nebraska
$305K +$5.36K +122 +2%
MGIA
865
Moneta Group Investment Advisors
Missouri
$305K +$39.9K +909 +15%
BFEC
866
Benjamin F. Edwards & Company
Missouri
$304K -$134K -3,054 -31%
PMFA
867
Plante Moran Financial Advisors
Michigan
$304K -$12.5K -285 -4%
DWM
868
Dopkins Wealth Management
New York
$304K -$26.4K -600 -8%
ITIM
869
Indiana Trust & Investment Management
Indiana
$302K – – –
DW
870
Durante & Waters
New York
$302K +$9.23K +210 +3%
KWM
871
Koa Wealth Management
California
$301K -$11K -250 -4%
NRG
872
Nemes Rush Group
Michigan
$301K – – –
CAL
873
Capital Analysts LLC
Pennsylvania
$300K +$109K +2,479 +57%
SS
874
Sound Stewardship
Kansas
$297K – – –
WC
875
Wynn Capital
Georgia
$292K – – –
33 34
35
36 37