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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 %
DIM
876
DLK Investment Management
California
$292K – – –
CA
877
Crumly & Associates
Illinois
$288K – – –
LWM
878
Liberty Wealth Management
California
$288K -$16.5K -375 -5%
BHBT
879
Burke & Herbert Bank & Trust
Virginia
$287K +$287K +6,544 New
PIM
880
Pullen Investment Management
Florida
$286K -$1.76K -40 -0.6%
BEAM
881
Baker Ellis Asset Management
Washington
$286K – – –
FNBSF
882
First National Bank Sioux Falls
South Dakota
$286K – – –
TMAM
883
Tokio Marine Asset Management
Japan
$286K – – –
MCC
884
Money Concepts Capital
Florida
$285K +$285K +6,488 New
Kovitz Investment Group Partners
885
Kovitz Investment Group Partners
Illinois
$285K +$6.28K +143 +2%
TAM
886
TCP Asset Management
Ohio
$285K – – –
C
887
Certuity
Florida
$284K +$284K +6,468 New
SHGA
888
Sand Hill Global Advisors
California
$284K +$284K +6,457 New
MCM
889
Manchester Capital Management
Vermont
$282K – – –
SPWM
890
Schrum Private Wealth Management
Florida
$282K – – –
XF
891
XML Financial
Maryland
$280K +$2.24K +51 +0.8%
SFWA
892
Summit Financial Wealth Advisors
Louisiana
$280K – – –
TW
893
Transform Wealth
Colorado
$279K +$23.6K +538 +9%
3AM
894
3EDGE Asset Management
Florida
$276K -$439 -10 -0.2%
SFS
895
Summit Financial Strategies
Ohio
$275K – – –
VanEck Associates
896
VanEck Associates
New York
$275K – – –
SFG
897
Sovereign Financial Group
Connecticut
$270K +$3.08K +70 +1%
CNWM
898
Clay Northam Wealth Management
California
$270K – – –
SCA
899
Sandy Cove Advisors
Massachusetts
$270K – – –
FDCDDQ
900
Federation des caisses Desjardins du Quebec
Quebec, Canada
$269K -$42.1K -959 -14%
34 35
36
37 38