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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 %
CCG
926
Catalina Capital Group
California
$244K – – –
DT
927
Diversified Trust
Tennessee
$244K – – –
KC
928
Kingfisher Capital
North Carolina
$243K -$352 -8 -0.1%
RIA
929
Realta Investment Advisors
Delaware
$243K – – –
SWP
930
Summit Wealth Partners
Florida
$242K – – –
EAM
931
Empirical Asset Management
Massachusetts
$242K -$1.26M -28,693 -84%
APA
932
Astoria Portfolio Advisors
New York
$242K -$176 -4 -0.1%
SMH
933
Sanders Morris Harris
Texas
$242K +$242K +5,498 New
LSIA
934
LaSalle St. Investment Advisors
Illinois
$240K +$10.4K +236 +5%
NS
935
NBC Securities
Alabama
$239K -$389K -8,886 -62%
MFC
936
Mechanics Financial Corp
Ohio
$238K – – –
PSC
937
Prentiss Smith & Co
Vermont
$238K – – –
O3W
938
Omni 360 Wealth
New Jersey
$236K +$4K +91 +2%
BCM
939
BluePointe Capital Management
California
$235K – – –
MHR
940
Matthew Hamilton Rosenberg
$231K – – –
FFO
941
Fiduciary Family Office
Florida
$231K – – –
HIA
942
Harbor Investment Advisory
Maryland
$230K +$27.2K +619 +13%
MWA
943
Monograph Wealth Advisors
California
$230K – – –
GGS
944
Galvin Gaustad & Stein
Arizona
$228K -$115K -2,610 -33%
IAG
945
Investment Advisory Group
Massachusetts
$228K – – –
EFP
946
Envision Financial Planning
Tennessee
$228K – – –
BCV
947
Banque Cantonale Vaudoise
Switzerland
$228K -$154K -3,520 -40%
CCA
948
Carrera Capital Advisors
Michigan
$227K +$227K +5,161 New
VCM
949
Virtue Capital Management
Tennessee
$226K -$35.4K -778 -14%
FC
950
FCA Corp
Texas
$225K -$87.3K -1,988 -28%
36 37
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