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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 %
SIC
1026
Salem Investment Counselors
North Carolina
$99.9K +$1.49K +34 +2%
SWC
1027
Spectrum Wealth Counsel
Indiana
$95.2K -$28.6K -652 -23%
OC
1028
Oakworth Capital
Alabama
$94.5K +$44.7K +1,017 +90%
VAMG
1029
Voisard Asset Management Group
Michigan
$93.1K +$47.9K +1,090 +106%
TFGT
1030
TS Financial Group (TSFG)
Illinois
$93K -$748 -17 -0.8%
DIP
1031
DT Investment Partners
Pennsylvania
$92.4K +$2.46K +56 +3%
AEPWM
1032
Atlantic Edge Private Wealth Management
Florida
$87.9K – – –
MRCM
1033
M&R Capital Management
New Jersey
$87.9K – – –
FUBT
1034
First United Bank & Trust
Maryland
$83.6K – – –
SC
1035
SouthState Corp
Florida
$82.9K -$208K -4,729 -71%
EBA
1036
Eagle Bay Advisors
New York
$80.1K +$79.8K +1,816 +25,943%
CAL
1037
Capital Advisors Ltd
Ohio
$80K – – –
BFS
1038
Burkett Financial Services
South Carolina
$79.7K – – –
HT
1039
Headlands Technologies
Illinois
$75.7K +$75.7K +1,724 New
JEST
1040
JTC Employer Solutions Trustee
Jersey
$75K – – –
AWM
1041
Avondale Wealth Management
Texas
$70.6K – – –
MWM
1042
Mascoma Wealth Management
New Hampshire
$69.8K -$2.28K -52 -3%
CFO
1043
CVA Family Office
Colorado
$68.8K – – –
CB
1044
CNB Bank
Pennsylvania
$67.2K – – –
CFD
1045
Creative Financial Designs
Indiana
$67.1K +$3.51K +80 +6%
AWM
1046
Atticus Wealth Management
Florida
$65.9K – – –
SHIM
1047
Stone House Investment Management
Pennsylvania
$65.1K -$7.73K -176 -11%
MFA
1048
McClarren Financial Advisors
Pennsylvania
$65K -$2.2M -1,457 -97%
TF
1049
Tompkins Financial
New York
$63.8K – – –
ZB
1050
Zions Bancorporation
Utah
$63.3K +$15.7K +357 +33%
40 41
42
43 44