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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 %
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$145K +$145K +3,305 New
YAL
1002
Your Advocates Ltd
Texas
$144K -$37.7K -859 -21%
First Eagle Investment Management
1003
First Eagle Investment Management
New York
$141K -$64.5K -1,469 -31%
SSB
1004
Sandy Spring Bank
Maryland
$141K -$4.61K -105 -3%
AIM
1005
Acropolis Investment Management
Missouri
$138K – – –
CA
1006
Continuum Advisory
Idaho
$137K +$483 +11 +0.4%
BHWM
1007
Beaird Harris Wealth Management
Texas
$132K – – –
W
1008
WealthCollab
Washington
$132K – – –
IWP
1009
IAG Wealth Partners
Wisconsin
$130K – – –
RIL
1010
Rothschild Investment LLC
Illinois
$129K +$31.1K +709 +32%
CJ
1011
Caitlin John
Michigan
$127K -$7.91K -180 -6%
CTA
1012
Colonial Trust Advisors
South Carolina
$125K -$966 -22 -0.8%
FP
1013
Financial Perspectives
Minnesota
$121K – – –
TCOV
1014
Trust Company of Vermont
Vermont
$120K +$23.4K +533 +24%
BGAI
1015
Bruce G. Allen Investments
Colorado
$119K – – –
FPF
1016
First Pacific Financial
Washington
$118K -$1.93K -44 -2%
HWM
1017
Horizons Wealth Management
North Carolina
$117K -$5.17K -114 -4%
SC
1018
Stephens Consulting
Michigan
$117K -$5.54K -126 -5%
KFS
1019
Kelly Financial Services
Massachusetts
$115K -$7.43K -169 -6%
T
1020
Tidemark
California
$115K -$95.4K -2,172 -45%
SWM
1021
Sugarloaf Wealth Management
Georgia
$110K – – –
CH
1022
Cromwell Holdings
Wyoming
$107K +$107K +2,438 New
SIS
1023
Sound Income Strategies
Florida
$105K -$51.7K -1,176 -33%
JWA
1024
JFS Wealth Advisors
Pennsylvania
$103K -$9.93K -226 -9%
IGWM
1025
ICA Group Wealth Management
Colorado
$100K -$428K -9,736 -81%
39 40
41
42 43