IAU icon

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
16.91%
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 %
AIS
201
American Investment Services
Massachusetts
$9.84M -$753K -17,132 -7%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$9.64M -$104K -2,366 -1%
AF
203
Allworth Financial
California
$9.55M +$1.76M +38,814 +23%
PHIMC
204
Private Harbour Investment Management & Counsel
Ohio
$9.49M -$1.1K -25 -0%
AGA
205
Arkos Global Advisors
Texas
$9.4M +$736K +16,760 +9%
MFIM
206
Mesirow Financial Investment Management
Illinois
$9.28M – – –
ULWM
207
Upper Left Wealth Management
Florida
$9.27M -$19.7K -449 -0.2%
OPCM
208
Osborne Partners Capital Management
California
$9.26M -$105K -2,384 -1%
FWM
209
Forza Wealth Management
Florida
$9.03M +$104K +2,375 +1%
PCIA
210
Prime Capital Investment Advisors
Kansas
$8.99M +$184K +4,189 +2%
NA
211
NewEdge Advisors
Louisiana
$8.98M +$988K +22,492 +12%
HW
212
Hamilton Wealth
California
$8.73M +$663K +15,096 +8%
WMP
213
Wealth Management Partners
Arizona
$8.73M +$96.4K +2,195 +1%
CHAM
214
Clear Harbor Asset Management
Connecticut
$8.63M +$203K +4,631 +2%
TBWA
215
Three Bridge Wealth Advisors
California
$8.54M +$505K +11,495 +6%
LF
216
LifePlan Financial
Minnesota
$8.48M -$201K -4,576 -2%
HNB
217
Huntington National Bank
Ohio
$8.45M -$7.79M – –
GA
218
Gateway Advisory
New Jersey
$8.38M +$408K +9,292 +5%
LIM
219
Leavell Investment Management
Alabama
$8.34M +$145K +3,297 +2%
OIS
220
Okabena Investment Services
Minnesota
$8.33M -$16.3K -372 -0.2%
NAM
221
NTV Asset Management
West Virginia
$8.29M +$64.4K +1,466 +0.8%
SFS
222
Sowell Financial Services
Arkansas
$8.26M -$51.5K -1,172 -0.6%
JFA
223
JNBA Financial Advisors
Minnesota
$8.23M -$891K -20,290 -10%
SC
224
Sapient Capital
Indiana
$8.04M +$6.59K +150 +0.1%
AWM
225
AE Wealth Management
Kansas
$8.01M +$1.41M +32,165 +21%
7 8
9
10 11