IAU icon

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 %
GC
976
Gould Capital
Washington
$207K -$703 -16 -0.3%
NI
977
NDVR Inc
Massachusetts
$205K +$205K +4,674 New
CWA
978
Centennial Wealth Advisory
Michigan
$205K +$205K +4,665 New
PWA
979
Pillar Wealth Advisors
Pennsylvania
$205K +$205K +4,662 New
KA
980
Klingman & Associates
New York
$204K +$204K +4,650 New
HWA
981
Hillcrest Wealth Advisors
New Jersey
$204K +$204K +4,650 New
POIA
982
Pin Oak Investment Advisors
Texas
$204K – – –
GPA
983
Guidance Point Advisors
Massachusetts
$203K +$203K +4,622 New
I2I
984
Insight 2811 Inc
Illinois
$203K +$203K +4,620 New
AC
985
AWM Capital
Arizona
$202K +$202K +4,603 New
CSPIA
986
Cary Street Partners Investment Advisory
Virginia
$202K -$25.8K -588 -11%
HIP
987
HUB Investment Partners
Texas
$201K +$201K +4,566 New
TSWM
988
Tyler-Stone Wealth Management
Ohio
$198K – – –
CIR
989
Clear Investment Research
Georgia
$196K +$105K +2,392 +116%
OP
990
ORG Partners
Indiana
$182K +$182K +4,124 New
ATC
991
Advantage Trust Company
Kansas
$180K – – –
BGA
992
Battery Global Advisors
Massachusetts
$176K -$22.2M -40,463 -99%
FFO
993
Fortitude Family Office
Arizona
$176K – – –
TWP
994
Triad Wealth Partners
Kansas
$175K +$175K +3,980 New
MSG
995
Main Street Group
Virginia
$163K -$837 -19 -0.5%
VAG
996
VisionPoint Advisory Group
Texas
$160K -$3.25K -74 -2%
Fifth Third Bancorp
997
Fifth Third Bancorp
Ohio
$157K -$59.9K -1,363 -28%
CSC
998
Caldwell Sutter Capital
California
$157K – – –
CWC
999
Carolinas Wealth Consulting
North Carolina
$154K +$22K +500 +17%
WWP
1000
WR Wealth Planners
Missouri
$146K -$11.6K -263 -7%
38 39
40
41 42