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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
16.92%
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 %
HGERS
1051
Householder Group Estate & Retirement Specialist
Arizona
$63K – – –
MA
1052
Montag & Associates
Georgia
$60.8K +$16.8K +383 +38%
RMC
1053
Resources Management Corp
Connecticut
$58K – – –
CAS
1054
Coppell Advisory Solutions
Texas
$57.4K +$57.4K +1,307 New
AAG
1055
Accordant Advisory Group
Maryland
$57.1K -$115K -2,607 -67%
BCWM
1056
Bartlett & Co Wealth Management
Ohio
$53.6K -$11.1K -253 -17%
TCG
1057
Transcendent Capital Group
Oklahoma
$52.4K -$1.83M -41,562 -97%
CHA
1058
Carmichael Hill & Associates
Maryland
$50.4K – – –
AAG
1059
Armstrong Advisory Group
Massachusetts
$48.5K -$82.9K -1,888 -63%
MA
1060
MCF Advisors
Kentucky
$47.3K – – –
AWM
1061
AllSquare Wealth Management
New York
$45.9K – – –
MTIC
1062
Missouri Trust & Investment Company
Missouri
$45.8K -$6.59K -150 -13%
BC
1063
Barrett & Company
Rhode Island
$43.9K – – –
ME
1064
McIlrath & Eck
Washington
$43.7K – – –
GGI
1065
Godsey & Gibb Inc
Virginia
$42.9K +$19.6K +447 +84%
CPG
1066
Cornerstone Planning Group
New Jersey
$42.8K – – –
CB
1067
Chris Bulman
California
$42.6K +$42.6K +969 New
GFPC
1068
Global Financial Private Client
Florida
$41K – – –
ST
1069
Smithfield Trust
Pennsylvania
$41K – – –
BAM
1070
Bellevue Asset Management
Washington
$40.9K – – –
HCP
1071
Hexagon Capital Partners
Arkansas
$40.8K – – –
FFL
1072
Financial Freedom LLC
Ohio
$38.4K – – –
AW
1073
Avion Wealth
Texas
$38K – – –
AWM
1074
Abound Wealth Management
Tennessee
$37.6K -$18K -410 -32%
CFFP
1075
Center for Financial Planning
Michigan
$37.3K – – –
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