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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 %
PPWM
1076
PFG Private Wealth Management
Florida
$37.3K – – –
FMP
1077
Financial Management Professionals
Texas
$36K +$44 +1 +0.1%
SRCM
1078
Signature Resources Capital Management
California
$35.6K – – –
PP
1079
Pacifica Partners
Canada
$35.5K +$35.5K +796 New
PP
1080
Pingora Partners
Wyoming
$34.4K – – –
OWA
1081
Opal Wealth Advisors
New York
$34.4K +$34.4K +782 New
HPC
1082
HM Payson & Co
Maine
$33.4K -$1.89K -43 -5%
BCM
1083
Blume Capital Management
California
$32.9K – – –
RBC
1084
Roble Belko & Company
Pennsylvania
$32K – – –
DSC
1085
Duncker Streett & Co
Missouri
$31.8K – – –
FFC
1086
First Financial Corp
Indiana
$31.4K – – –
SIC
1087
SJS Investment Consulting
Ohio
$31.3K – – –
FCMT
1088
Founders Capital Management (Texas)
Texas
$31.2K – – –
1IA
1089
1620 Investment Advisors
Massachusetts
$31.1K +$31.1K +708 New
FDCP
1090
Foster Dykema Cabot & Partners
Massachusetts
$30.9K -$66.8K -1,521 -68%
PO
1091
Private Ocean
California
$30.8K – – –
GTAM
1092
Global Trust Asset Management
Florida
$30.8K +$22K +500 +250%
DWS
1093
Dynamic Wealth Strategies
California
$29K – – –
NFSG
1094
Newbridge Financial Services Group
Florida
$26.9K +$5.84K +133 +28%
DWM
1095
Dogwood Wealth Management
Kansas
$26.3K – – –
CPA
1096
Clear Point Advisors
New York
$25.6K – – –
LB
1097
Legacy Bridge
Iowa
$25.4K – – –
HI
1098
Hoey Investments
Pennsylvania
$25.3K +$25.3K +575 New
GI
1099
GAMMA Investing
California
$24.6K -$923 -21 -4%
GA
1100
GoalVest Advisory
New York
$24.2K +$13.2K +300 +120%
42 43
44
45 46