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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 %
BA
151
Bellwether Advisors
Nebraska
$13.6M +$13.6M +310,470 New
CWP
152
Cyndeo Wealth Partners
Florida
$13.6M -$18.8K -428 -0.1%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$13.5M +$8.91M +202,837 +195%
Asset Management One
154
Asset Management One
Japan
$13.5M -$31.7M -721,970 -70%
CGPCS
155
Capital Group Private Client Services
California
$13.5M -$6.15K -140 -0%
ANTB
156
AMG National Trust Bank
Colorado
$13.4M +$1.49M +33,937 +12%
BF
157
BOK Financial
Oklahoma
$13.3M +$89.4K +2,034 +0.7%
FAT
158
First American Trust
California
$13.1M +$2.26M +51,359 +21%
CWM
159
Chemistry Wealth Management
New York
$13.1M +$270K +6,138 +2%
FA
160
Faithward Advisors
Pennsylvania
$12.8M -$73.3K -1,668 -0.6%
US Bancorp
161
US Bancorp
Minnesota
$12.5M +$87.5K +1,992 +0.7%
LCM
162
LVM Capital Management
Michigan
$12.5M +$442K +10,058 +4%
LFA
163
Legend Financial Advisors
Pennsylvania
$12.4M -$406K -9,250 -3%
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$12.3M +$12.3M +279,000 New
RAM
165
Resona Asset Management
Japan
$12.2M – – –
SS
166
Sunbelt Securities
Texas
$12.1M +$916K +20,840 +8%
EAMA
167
EFG Asset Management (Americas)
Florida
$12.1M +$2.43M +55,332 +25%
UB
168
UMB Bank
Missouri
$11.8M +$1.11M +25,247 +10%
TA
169
Townsend & Associates
Colorado
$11.8M -$116K -2,573 -1%
BCM
170
Brookstone Capital Management
Illinois
$11.7M -$1.67M -35,884 -12%
PCIG
171
Partners Capital Investment Group
Massachusetts
$11.7M +$9.88M +224,969 +535%
Cohen & Steers
172
Cohen & Steers
New York
$11.6M +$3.48M +79,163 +43%
PI
173
Parkside Investments
Illinois
$11.1M +$47.9K +1,090 +0.4%
YCG
174
Yeomans Consulting Group
Georgia
$11.1M +$1.75M +39,919 +19%
WAM
175
Wallington Asset Management
Indiana
$11.1M +$65.2K +1,485 +0.6%
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