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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 %
WLIM
176
White Lighthouse Investment Management
Massachusetts
$11.1M -$605K -13,775 -5%
KPF
177
K2 Principal Fund
Ontario, Canada
$11M – – –
ACM
178
Arlington Capital Management
Illinois
$11M -$25.1K -572 -0.2%
BHWA
179
Beacon Harbor Wealth Advisors
Virginia
$10.8M +$160K +3,639 +2%
LRIA
180
Leonard Rickey Investment Advisors
Washington
$10.7M +$189K +4,293 +2%
CAM
181
CPA Asset Management
Florida
$10.7M +$2M +45,438 +23%
FTS
182
Fifth Third Securities
Ohio
$10.7M -$290K -6,601 -3%
RL
183
Rogco LP
Oklahoma
$10.6M -$275K -6,254 -3%
SPIA
184
Steward Partners Investment Advisory
New York
$10.6M -$326K -7,426 -3%
VHAM
185
Van Hulzen Asset Management
California
$10.6M -$1.39M -31,552 -12%
TCCM
186
Timber Creek Capital Management
Massachusetts
$10.6M -$2.86M -65,096 -21%
MCM
187
Morton Capital Management
California
$10.6M -$185K -4,214 -2%
NA
188
Nottingham Advisors
New York
$10.6M -$137K -3,123 -1%
BL
189
BCWM LLC
Kansas
$10.6M +$1.14M +25,864 +12%
RCA
190
Resonant Capital Advisors
Wisconsin
$10.5M +$369K +8,392 +4%
ST
191
Sentinel Trust
Texas
$10.4M -$503K -11,460 -5%
SIAG
192
Signet Investment Advisory Group
Rhode Island
$10.4M +$113K +2,575 +1%
ACP
193
Aveo Capital Partners
Colorado
$10.3M -$1.05M -23,914 -9%
VC
194
Vicus Capital
Pennsylvania
$10.2M +$8.13M +185,112 +388%
PWM
195
Perigon Wealth Management
California
$10.2M -$1.34M -30,417 -12%
FGA
196
Fortis Group Advisors
New Jersey
$10.1M +$4.14M +94,152 +69%
BRWA
197
B. Riley Wealth Advisors
Florida
$10.1M +$5.47M +124,415 +117%
SAMC
198
Spectrum Asset Management (California)
California
$10.1M -$39.1K -889 -0.4%
SIC
199
Sigma Investment Counselors
Michigan
$10M +$207K +4,717 +2%
NPP
200
New Potomac Partners
Maryland
$9.97M -$30.1K -685 -0.3%
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