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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 %
WOC
1126
West Oak Capital
California
$9.09K – – –
CCM
1127
Chilton Capital Management
Texas
$8.83K -$14.6K -333 -62%
BFA
1128
BBJS Financial Advisors
Washington
$8.79K – – –
DAM
1129
Delta Asset Management
Tennessee
$8.57K – – –
UWS
1130
Unique Wealth Strategies
Illinois
$8.4K +$8.4K +200 New
PPC
1131
Park Place Capital
Alabama
$7.6K – – –
IHWM
1132
Iron Horse Wealth Management
Iowa
$7.42K +$7.42K +169 New
WTA
1133
Washington Trust Advisors
Massachusetts
$7.07K – – –
WIA
1134
Wetzel Investment Advisors
Indiana
$6.72K – – –
WOSD
1135
WFA of San Diego
California
$6.59K +$6.59K +150 New
CWP
1136
Concord Wealth Partners
Virginia
$6.33K – – –
OCM
1137
Orion Capital Management
California
$6.24K – – –
SWA
1138
SOA Wealth Advisors
New York
$6.15K -$1.27K -29 -17%
SC
1139
Sawyer & Company
Massachusetts
$6K – – –
RFG
1140
REAP Financial Group
Texas
$5.8K – – –
BFS
1141
Bare Financial Services
Pennsylvania
$5.74K – – –
GCM
1142
Gables Capital Management
Florida
$5.71K – – –
PA
1143
PSI Advisors
Florida
$5.71K – – –
LWANC
1144
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.49K -$439 -10 -7%
BCA
1145
Bray Capital Advisors
Florida
$5.49K – – –
SAM
1146
Smartleaf Asset Management
Massachusetts
$4.7K – – –
SP
1147
SWS Partners
Ohio
$4.61K +$4.61K +105 New
HBW
1148
Hazlett, Burt & Watson
West Virginia
$4K – – –
RI
1149
Ridgewood Investments
New Jersey
$4K +$4K +91 New
TCM
1150
TD Capital Management
Tennessee
$3.51K – – –
44 45
46
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