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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 %
CFAM
951
Center For Asset Management
Florida
$225K +$225K +5,120 New
PCM
952
Presidio Capital Management
California
$225K +$225K +5,120 New
IPWA
953
International Private Wealth Advisors
California
$225K -$26.4K -601 -11%
WSWA
954
Warren Street Wealth Advisors
California
$224K -$19.9K -453 -8%
GCA
955
Guardian Capital Advisors
Ontario, Canada
$224K – – –
TFA
956
Teamwork Financial Advisors
Texas
$224K +$224K +5,094 New
CA
957
CGN Advisors
Kansas
$223K -$49.2K -1,120 -18%
MWM
958
Merriman Wealth Management
Washington
$223K -$7.82K -178 -3%
PJSIMP
959
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K +$222K +5,051 New
GWP
960
Gen-Wealth Partners
Michigan
$222K -$123K -2,808 -36%
LSC
961
Lesa Sroufe & Co
Washington
$221K – – –
HWA
962
HHM Wealth Advisors
Tennessee
$220K – – –
PWPS
963
Pinnacle Wealth Planning Services
Ohio
$220K – – –
WBC
964
West Branch Capital
Massachusetts
$220K – – –
CFG
965
Citizens Financial Group
Rhode Island
$219K +$219K +4,994 New
PCA
966
Pallas Capital Advisors
Massachusetts
$219K +$219K +4,735 New
SL
967
SFM LLC
New Hampshire
$217K – – –
SIM
968
Seaview Investment Managers
Florida
$215K -$10K -228 -4%
SAG
969
SageView Advisory Group
California
$215K +$215K +4,897 New
CAC
970
Certified Advisory Corp
Florida
$214K -$26K -591 -11%
BCM
971
Bourgeon Capital Management
Connecticut
$213K – – –
SI
972
Saxon Interests
Texas
$212K – – –
WHG
973
Westwood Holdings Group
Texas
$211K – – –
IAIM
974
International Assets Investment Management
Florida
$208K – – –
OCPWS
975
One Charles Private Wealth Services
Massachusetts
$208K +$208K +4,729 New
37 38
39
40 41