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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 %
WA
1176
Wealthstar Advisors
Texas
– -$2.62M -62,328 Closed
IW
1177
Instrumental Wealth
Florida
– -$2.28M -51,266 Closed
TSS
1178
Two Sigma Securities
New York
– -$2.14M -50,926 Closed
LNC
1179
Lincoln National Corp
Pennsylvania
– -$1.97M -46,986 Closed
AWMT
1180
AAFMAA Wealth Management & Trust
North Carolina
– -$1.3M -31,025 Closed
HIC
1181
Hartline Investment Corp
Illinois
– -$1.15M -27,261 Closed
PPP
1182
Private Portfolio Partners
New Jersey
– -$819K -19,497 Closed
WAM
1183
Worth Asset Management
Texas
– -$735K -17,497 Closed
MWM
1184
Meridian Wealth Management
Kentucky
– -$622K -14,816 Closed
DFCM
1185
Dark Forest Capital Management
Puerto Rico
– -$622K -14,796 Closed
NL
1186
NWAM LLC
Washington
– -$589K -13,551 Closed
SPA
1187
Sentinel Pension Advisors
Massachusetts
– -$502K -11,941 Closed
CA
1188
CoreCap Advisors
Michigan
– -$442K -10,527 Closed
BWM
1189
Birchcreek Wealth Management
Ohio
– -$412K -9,803 Closed
WC
1190
Waterloo Capital
Texas
– -$407K -9,677 Closed
GHA
1191
Granite Harbor Advisors
Texas
– -$323K -7,699 Closed
GS
1192
GTS Securities
New York
– -$294K -6,987 Closed
TC
1193
Trilogy Capital
California
– -$287K -6,827 Closed
AWM
1194
Alterna Wealth Management
Texas
– -$256K -6,088 Closed
PA
1195
Procyon Advisors
Connecticut
– -$253K -6,021 Closed
CWM
1196
Centric Wealth Management
Illinois
– -$223K -5,160 Closed
PG
1197
Patten Group
Tennessee
– -$211K -5,017 Closed
TWP
1198
Tempus Wealth Planning
California
– -$210K -4,990 Closed
VFIC
1199
Valley Forge Investment Consultants
Pennsylvania
– -$209K -4,969 Closed
DFG
1200
Delta Financial Group
New Jersey
– -$209K -4,966 Closed
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