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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 %
GA
251
GFS Advisors
Texas
$7.69M -$58.9K -1,189 -0.8%
FCI
252
Financial Counselors Inc
Kansas
$7.69M +$40K +808 +0.5%
AAS
253
Avantax Advisory Services
Texas
$7.65M +$4.57M +92,325 +149%
SJGA
254
Stephen J. Garry & Associates
New York
$7.64M +$118K +2,392 +2%
OPA
255
Old Port Advisors
Maine
$7.56M +$199K +4,023 +3%
MWM
256
Modern Wealth Management
Kansas
$7.53M +$1.25M +25,147 +20%
KPWS
257
Kestra Private Wealth Services
Texas
$7.5M +$163K +3,292 +2%
SAMC
258
Spectrum Asset Management (California)
California
$7.49M -$4.87M -98,320 -39%
WJWM
259
Williams Jones Wealth Management
New York
$7.48M +$3.16M +63,778 +73%
CW
260
CreativeOne Wealth
Kansas
$7.44M +$5.6M +113,139 +304%
MA
261
Mutual Advisors
Nebraska
$7.24M +$1.71M +33,295 +31%
SWP
262
Stratos Wealth Partners
Ohio
$7.21M -$644K -13,009 -8%
SL
263
Systelligence LLC
Minnesota
$7.18M +$149K +3,017 +2%
FWM
264
Foguth Wealth Management
Michigan
$7.16M +$2.72M +52,084 +61%
BWP
265
BSW Wealth Partners
Colorado
$7.12M +$236K +4,761 +3%
HFA
266
Highland Financial Advisors
New Jersey
$7.08M -$236K -4,765 -3%
Prudential Financial
267
Prudential Financial
New Jersey
$7.05M -$150K -3,031 -2%
MA
268
MBA Advisors
Pennsylvania
$6.96M +$329K +6,649 +5%
FCIM
269
Fairview Capital Investment Management
California
$6.94M +$150K +3,032 +2%
BP
270
Ballentine Partners
Massachusetts
$6.93M -$25.9K -523 -0.4%
MOS
271
MGO One Seven
Ohio
$6.91M +$158K +3,196 +2%
PFM
272
Patton Fund Management
Texas
$6.84M -$243K -4,916 -3%
TCM
273
Towneley Capital Management
California
$6.83M -$93.6K -1,890 -1%
RCAG
274
Rehmann Capital Advisory Group
Michigan
$6.82M -$413K -8,365 -6%
OFW
275
Omnia Family Wealth
Florida
$6.77M – – –
9 10
11
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