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iShares Gold Trust

1,170 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, 386 increasing their positions, 424 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 57

5% more funds holding in top 10

Funds holding in top 10: 112118 (+6)

2% more funds holding

Funds holding: 1,1451,170 (+25)

1.34% more ownership

Funds ownership: 56.91%58.24% (+1.3%)

5% more capital invested

Capital invested by funds: $15.7B → $16.5B (+$751M)

9% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 424

70% less call options, than puts

Call options by funds: $377M | Put options by funds: $1.26B

Holders
1,170
Holders Change
+25
Holders Change %
+2.18%
% of All Funds
16.9%
Holding in Top 10
118
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.36%
% of All Funds
1.7%
New
100
Increased
386
Reduced
424
Closed
57
Calls
$377M
Puts
$1.26B
Net Calls
-$884M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1051
Creative Financial Designs
Indiana
$67.1K +$3.54K +80 +6%
AWM
1052
Atticus Wealth Management
Florida
$65.9K
SHIM
1053
Stone House Investment Management
Pennsylvania
$65.1K -$7.78K -176 -11%
MFA
1054
McClarren Financial Advisors
Pennsylvania
$65K -$64.4K -1,457 -97%
TF
1055
Tompkins Financial
New York
$63.8K
ZB
1056
Zions Bancorporation
Utah
$63.3K +$15.8K +357 +33%
HGERS
1057
Householder Group Estate & Retirement Specialist
Arizona
$63K
MA
1058
Montag & Associates
Georgia
$60.8K +$16.9K +383 +38%
RMC
1059
Resources Management Corp
Connecticut
$58K
CAS
1060
Coppell Advisory Solutions
Texas
$57.4K +$57.8K +1,307 New
AAG
1061
Accordant Advisory Group
Maryland
$57.1K -$115K -2,607 -67%
BCWM
1062
Bartlett & Co Wealth Management
Ohio
$53.6K -$11.2K -253 -17%
TCG
1063
Transcendent Capital Group
Oklahoma
$52.4K -$1.84M -41,562 -97%
CHA
1064
Carmichael Hill & Associates
Maryland
$50.4K
AAG
1065
Armstrong Advisory Group
Massachusetts
$48.5K -$83.4K -1,888 -63%
MA
1066
MCF Advisors
Kentucky
$47.3K
AWM
1067
AllSquare Wealth Management
New York
$45.9K
MTIC
1068
Missouri Trust & Investment Company
Missouri
$45.8K -$6.63K -150 -13%
BC
1069
Barrett & Company
Rhode Island
$43.9K
ME
1070
McIlrath & Eck
Washington
$43.7K
GGI
1071
Godsey & Gibb Inc
Virginia
$42.9K +$19.8K +447 +84%
CPG
1072
Cornerstone Planning Group
New Jersey
$42.8K
CB
1073
Chris Bulman
California
$42.6K +$42.8K +969 New
GFPC
1074
Global Financial Private Client
Florida
$41K
ST
1075
Smithfield Trust
Pennsylvania
$41K

IAU Hedge Fund Activity: Q2 2024 in Review

1,170 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2024, worth a combined $16.5B — up 4.8% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IAU positions and 57 closed out — a net gain of 43 holders — while 386 added to existing stakes and 424 trimmed.

The largest buyer was Charles Schwab, adding an estimated $885M. The largest seller was Mizuho Bank, exiting entirely with an estimated $252M sold.

  • 1,170 institutional investors held iShares Gold Trust (IAU) as of Q2 2024, up from 1,145 in Q1 2024.
  • Funds reported $16.5B of iShares Gold Trust stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 100 funds opened new iShares Gold Trust positions in Q2 2024 and 57 closed out, a net change of +43 holders.
  • The largest iShares Gold Trust buyer in Q2 2024 was Charles Schwab, an estimated $885M added.
  • The largest iShares Gold Trust seller in Q2 2024 was Mizuho Bank, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.