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iShares Gold Trust
IAU

Overview Fund Activity

1,218 hedge funds and large institutions have $17.6B invested in iShares Gold Trust in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 404 increasing their positions, 409 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+55
Holders Change %
+4.73%
% of All Funds
17.62%
Holding in Top 10
135
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.38%
% of All Funds
1.95%
New
115
Increased
404
Reduced
409
Closed
46
Calls
$271M
Puts
$1.15B
Net Calls
-$876M
Net Calls Change
+$7.58M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$95.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$557M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$33.1M
4
BAM
Brave Asset Management
New Jersey
$26.2M
5
PIM
Parker Investment Management
California
$26M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$3.92M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$35.1M
3
Jane Street
Jane Street
New York
$8.64M
4
CL
CRCM LP
California
$519K
5
Bank of America
Bank of America
North Carolina
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
251
MFA Wealth Advisors
Pennsylvania
$7.52M -$11.5K -231 -0.2%
GFS
252
GYL Financial Synergies
Connecticut
$7.42M -$94.7K -1,905 -1%
OPA
253
Old Port Advisors
Maine
$7.39M +$89.4K +1,799 +1%
KPWS
254
Kestra Private Wealth Services
Texas
$7.36M +$202K +4,056 +3%
HFA
255
Highland Financial Advisors
New Jersey
$7.34M -$1.5M -30,144 -17%
RCAG
256
Rehmann Capital Advisory Group
Michigan
$7.27M -$138K -2,771 -2%
Focus Partners Wealth
257
Focus Partners Wealth
Massachusetts
$7.26M -$8M -161,072 -52%
LA
258
Lifeworks Advisors
Michigan
$7.23M +$1.46M +29,286 +25%
Prudential Financial
259
Prudential Financial
New Jersey
$7.22M +$741K +14,910 +11%
PAG
260
Private Advisor Group
New Jersey
$7.18M -$409K -8,226 -5%
PFM
261
Patton Fund Management
Texas
$7.11M -$140K -2,810 -2%
SL
262
Systelligence LLC
Minnesota
$7.06M -$863K -17,361 -11%
FA
263
Fermata Advisors
California
$7.02M +$163K +3,288 +2%
SPC
264
Sigma Planning Corp
Michigan
$6.99M +$589K +11,852 +9%
BP
265
Ballentine Partners
Massachusetts
$6.98M +$47.9K +964 +0.7%
TCM
266
Towneley Capital Management
California
$6.95M -$240K -4,819 -3%
BWP
267
BSW Wealth Partners
Colorado
$6.91M -$459K -9,244 -6%
ASN
268
Advisory Services Network
Georgia
$6.87M – – –
FCIM
269
Fairview Capital Investment Management
California
$6.82M +$10.2K +206 +0.2%
CWM
270
Cranbrook Wealth Management
Michigan
$6.8M -$243K -4,881 -3%
OFW
271
Omnia Family Wealth
Florida
$6.8M -$20.4K -410 -0.3%
MOS
272
MGO One Seven
Ohio
$6.78M +$216K +4,338 +3%
MA
273
MBA Advisors
Pennsylvania
$6.65M -$651K -13,106 -9%
WC
274
Weil Company
California
$6.49M -$291K -5,860 -4%
GWSA
275
Global Wealth Strategies & Associates
Colorado
$6.38M +$9.05K +182 +0.1%
9 10
11
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