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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 %
VWA
1101
Valued Wealth Advisors
Utah
$22.3K – – –
TSMHT
1102
Thurston Springer Miller Herd & Titak
Indiana
$22K +$22K +500 New
SL
1103
Salomon & Ludwin
Virginia
$21.8K -$23.5K -534 -52%
BIM
1104
Breakwater Investment Management
Washington
$20.2K – – –
OIA
1105
Optimum Investment Advisors
Illinois
$19.8K – – –
CWM
1106
Compass Wealth Management
Connecticut
$18.2K +$18.2K +415 New
SA
1107
SRH Advisors
Kansas
$17.6K – – –
FGAM
1108
Financial Gravity Asset Management
Texas
$17.3K -$2.85K -67 Closed
NSIM
1109
North Star Investment Management
Illinois
$16.7K – – –
OSNBOA
1110
Old Second National Bank of Aurora
Illinois
$16.5K – – –
CIA
1111
Cape Investment Advisory
Georgia
$15.6K – – –
CSWM
1112
Cassady Schiller Wealth Management
Ohio
$15.1K +$7.38K +168 +96%
FFA
1113
Frazier Financial Advisors
Ohio
$14.8K – – –
IRC
1114
Investors Research Corp
Georgia
$14.7K -$3.56K -81 -19%
RWM
1115
Ruedi Wealth Management
Illinois
$14.5K +$14.5K +330 New
CA
1116
Crewe Advisors
Utah
$13.4K – – –
CB
1117
Centennial Bank
Arkansas
$13.2K – – –
VNA
1118
Valley National Advisers
Pennsylvania
$13K – – –
CCC
1119
Chelsea Counsel Company
California
$12.8K – – –
TAM
1120
Tucker Asset Management
Colorado
$11.6K -$3.65K -83 -24%
FNWA
1121
Financial Network Wealth Advisors
Utah
$11.1K +$11.1K +252 New
MM
1122
Main Management
California
$11K – – –
DF
1123
Dunhill Financial
United Kingdom
$11K – – –
CAM
1124
Creekmur Asset Management
Illinois
$11K +$3.95K +90 +56%
LI
1125
Louisbourg Investments
New Brunswick, Canada
$9.88K – – –
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