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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 %
JC
901
JB Capital
Connecticut
$269K +$2.42K +55 +0.9%
FSA
902
Franklin Street Advisors
North Carolina
$268K -$27.7K -629 -9%
CKAIS
903
Christensen King & Associates Investment Services
Washington
$268K – – –
AWM
904
Aries Wealth Management
Maine
$267K – – –
PFA
905
Pettinga Financial Advisors
Indiana
$267K -$182K -4,150 -41%
FFS
906
Founders Financial Securities
Maryland
$266K +$266K +6,055 New
NW
907
NewEdge Wealth
Pennsylvania
$266K -$578K -13,165 -69%
SGI
908
Summit Global Investments
Utah
$265K – – –
WCM
909
Wealthcare Capital Management
Virginia
$265K -$163K -3,702 -38%
CFGS
910
Concourse Financial Group Securities
Alabama
$265K -$2.77K -63 -1%
FWMM
911
Foundation Wealth Management (Missouri)
Missouri
$264K – – –
MWM
912
Maripau Wealth Management
Indiana
$263K +$10.1K +231 +4%
FFA
913
Founders Financial Alliance
North Carolina
$263K +$37.3K +850 +17%
HCM
914
Hollencrest Capital Management
California
$257K – – –
VCP
915
Verus Capital Partners
Arizona
$255K +$4.39K +100 +2%
CWA
916
Continuum Wealth Advisors
New York
$255K -$7.25K -165 -3%
BBPWM
917
Blue Bell Private Wealth Management
Pennsylvania
$254K -$7.69K -175 -3%
Fisher Asset Management
918
Fisher Asset Management
Washington
$251K -$36.9K -839 -13%
KSWA
919
Kathleen S. Wright Associates
Pennsylvania
$251K -$6.59K -150 -3%
SW
920
SVB Wealth
Massachusetts
$251K +$5.18K +118 +2%
SWM
921
SeaCrest Wealth Management
New York
$251K – – –
BCP
922
Blue Chip Partners
Michigan
$249K – – –
SA
923
SpiderRock Advisors
Delaware
$247K -$2.5K -57 -1%
ACI
924
Alpha Cubed Investments
California
$246K +$246K +5,603 New
BWA
925
BlueChip Wealth Advisors
Georgia
$246K -$13.2K -300 -5%
35 36
37
38 39