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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
1
Charles Schwab
California
$880M
2
UBS Group
2
UBS Group
Switzerland
$355M
3
Truist Financial
3
Truist Financial
North Carolina
$108M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$33.3M
5
TCM
5
Tradewinds Capital Management
Washington
$27M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
GA
2
GFS Advisors
Texas
$6.98M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$791M
4
Jane Street
4
Jane Street
New York
$65.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$391M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.43B -$27.5M -625,178 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.01B +$4.92M +112,083 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$961M -$2.05M -46,561 -0.2%
Charles Schwab
4
Charles Schwab
California
$880M +$879M +20,015,869 +193,990%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$791M -$142M -3,239,365 -15%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$651M -$3.13M -71,149 -0.5%
Wells Fargo
7
Wells Fargo
California
$477M -$15.4M -351,671 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$450M -$26.1M -595,015 -5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$391M -$37.4M -850,235 -9%
UBS Group
10
UBS Group
Switzerland
$355M +$355M +8,073,218 New
LPL Financial
11
LPL Financial
California
$279M -$30.7M -699,649 -10%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$277M -$7.87M -176,457 -3%
WI
13
WealthNavi Inc
Japan
$244M +$13.2M +299,364 +6%
Ameriprise
14
Ameriprise
Minnesota
$229M -$10M -227,718 -4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$188M +$381K +8,681 +0.2%
BlackRock
16
BlackRock
New York
$172M +$18.5M +421,481 +12%
RJA
17
Raymond James & Associates
Florida
$171M +$1.9M +43,219 +1%
HighTower Advisors
18
HighTower Advisors
Illinois
$170M -$571K -12,993 -0.3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$158M +$11.1M +253,140 +8%
PC
20
Packer & Co
Australia
$157M – – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$155M +$21.1M +479,796 +16%
Cerity Partners
22
Cerity Partners
New York
$137M +$3.22M +73,314 +2%
KeyBank National Association
23
KeyBank National Association
Ohio
$135M +$2.45M +55,698 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$134M +$7.86M +178,898 +6%
Northern Trust
25
Northern Trust
Illinois
$119M +$6.3M +143,471 +6%
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