IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

1,395 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,395
Holders Change
+177
Holders Change %
+14.53%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
253
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$534M
2
LPL Financial
2
LPL Financial
California
$427M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.16B
4
Truist Financial
4
Truist Financial
North Carolina
$206M
5
Wells Fargo
5
Wells Fargo
California
$608M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$435M
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$688M
4
Bank of America
4
Bank of America
North Carolina
$1.53B
5
CC
5
Cadinha & Co
Hawaii
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
226
Lifeworks Advisors
Michigan
$8.5M +$1.3M +26,290 +18%
SP
227
Stablepoint Partners
Massachusetts
$8.48M +$13.9K +280 +0.2%
IWP
228
Insight Wealth Partners
Texas
$8.41M +$301K +6,076 +4%
Jane Street
229
Jane Street
New York
$8.36M -$244K -4,922 -3%
LWA
230
Lowe Wealth Advisors
Maryland
$8.34M +$16.2K +328 +0.2%
MWA
231
MFA Wealth Advisors
Pennsylvania
$8.28M +$784K +15,833 +10%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$8.27M +$507K +10,234 +7%
JFA
233
JNBA Financial Advisors
Minnesota
$8.22M -$191K -3,860 -2%
RCM
234
Regency Capital Management
Hawaii
$8.22M +$98.4K +1,988 +1%
VCM
235
Vivaldi Capital Management
Illinois
$8.19M -$1.76M -33,970 -18%
CASB
236
Cape Ann Savings Bank
Massachusetts
$8.19M -$50.8K -1,027 -0.6%
GP
237
Greenline Partners
New York
$8.13M -$99.8K -2,015 -1%
AFG
238
Altiora Financial Group
Ohio
$8.12M +$373K +7,533 +5%
BRWA
239
B. Riley Wealth Advisors
Florida
$8.11M -$9M -181,708 -53%
CB
240
Commerce Bank
Missouri
$8.11M +$41.6K +841 +0.5%
PAG
241
Private Advisor Group
New Jersey
$8.11M +$950K +19,185 +13%
EWM
242
Executive Wealth Management
Michigan
$8.09M -$5.62M -113,445 -41%
ASG
243
Ariston Services Group
California
$8.01M +$20.5K +415 +0.3%
AA
244
Ancora Advisors
Ohio
$7.98M +$121K +2,454 +2%
II
245
Impact Investors
California
$7.91M +$7.91M +159,694 New
WDL
246
Well Done LLC
Michigan
$7.9M – – –
DCA
247
DSG Capital Advisors
Minnesota
$7.87M +$7.87M +159,004 New
SPC
248
Sigma Planning Corp
Michigan
$7.81M +$842K +17,016 +12%
PSA
249
Plum Street Advisors
Louisiana
$7.77M -$255K -5,154 -3%
BAM
250
Brave Asset Management
New Jersey
$7.72M -$18.4M -370,693 -70%
8 9
10
11 12