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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
$880M
2
UBS Group
UBS Group
Switzerland
$355M
3
Truist Financial
Truist Financial
North Carolina
$108M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$33.3M
5
TCM
Tradewinds Capital Management
Washington
$27M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
GA
GFS Advisors
Texas
$6.98M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$791M
4
Jane Street
Jane Street
New York
$65.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
$391M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Cambridge Associates
Massachusetts
$16.7M -$681K -15,495 -4%
BPA
127
Beacon Pointe Advisors
California
$16.6M -$372K -8,463 -2%
AWS
128
Atria Wealth Solutions
New York
$16.5M -$600K -13,669 -4%
PPW
129
Parcion Private Wealth
Washington
$16.4M -$1.16M -26,484 -7%
VCM
130
Vision Capital Management
Oregon
$16.1M -$227K -5,163 -1%
JIR
131
James Investment Research
Ohio
$15.9M -$24.8K -564 -0.2%
M&T Bank
132
M&T Bank
New York
$15.8M -$2.03M -46,195 -11%
BL
133
BFSG LLC
California
$15.2M +$1.42M +32,215 +10%
VCM
134
Verger Capital Management
North Carolina
$15.1M – – –
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$14.9M +$351K +7,992 +2%
SRC
136
Sage Rhino Capital
California
$14.8M +$66.3K +1,510 +0.5%
Citigroup
137
Citigroup
New York
$14.7M +$178K +4,053 +1%
EPM
138
Elm Partners Management
Pennsylvania
$14.6M -$1.67M -38,057 -10%
FCG
139
Fielder Capital Group
Tennessee
$14.5M -$1.44M -32,741 -9%
SFP
140
Sterling Financial Planning
New Jersey
$14.5M -$823K -18,742 -5%
MA
141
Modus Advisors
Minnesota
$14.3M +$1.36K +31 +0%
OAM
142
Oppenheimer Asset Management
New York
$14.2M +$1.15M +26,089 +9%
William Blair & Company
143
William Blair & Company
Illinois
$14.1M +$547K +12,455 +4%
GF
144
Gimbal Financial
Indiana
$14.1M +$14.1M +308,614 New
BWP
145
Baldwin Wealth Partners
Massachusetts
$14M -$161K -3,656 -1%
Bank Julius Baer & Co
146
Bank Julius Baer & Co
Switzerland
$14M +$4.57M +93,525 +48%
FFA
147
First Foundation Advisors
California
$14M +$296K +6,736 +2%
KWM
148
Kingsview Wealth Management
Oregon
$13.9M -$492K -11,194 -3%
GCWM
149
Graham Capital Wealth Management
District of Columbia
$13.9M -$489K -11,137 -3%
DWM
150
Dakota Wealth Management
Florida
$13.9M -$72.3K -1,645 -0.5%
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