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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
+$48.8M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$32.8M
4
BAM
Brave Asset Management
New Jersey
+$26.2M
5
PIM
Parker Investment Management
California
+$26M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$991M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$276M
3
Jane Street
Jane Street
New York
-$65.6M
4
CL
CRCM LP
California
-$40M
5
Bank of America
Bank of America
North Carolina
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPIA
276
Hamilton Point Investment Advisors
North Carolina
$6.38M -$138K -2,767 -2%
KC
277
Kades & Cheifetz
Pennsylvania
$6.32M -$2.39K -48 -0%
MWM
278
Modern Wealth Management
Kansas
$6.31M +$45.8K +921 +0.7%
MWM
279
Maltin Wealth Management
New Jersey
$6.26M +$123K +2,481 +2%
MIC
280
Meridian Investment Counsel
California
$6.2M -$86.4K -1,739 -1%
SC
281
Sinecera Capital
Texas
$6.2M -$141K -2,847 -2%
CBA
282
Coastal Bridge Advisors
Connecticut
$6.18M -$178K -3,590 -3%
WIP
283
WealthCare Investment Partners
Rhode Island
$6.18M +$521K +10,430 +9%
CL
284
Choreo LLC
Illinois
$5.88M +$519K +10,335 +10%
SAA
285
Southeast Asset Advisors
Georgia
$5.74M – – –
WP
286
Wealthspan Partners
Iowa
$5.73M +$52.3K +1,052 +0.9%
WFG
287
Wills Financial Group
Virginia
$5.68M -$50 -1 -0%
PWA
288
Prairie Wealth Advisors
Nebraska
$5.66M – – –
ACA
289
Ackerman Capital Advisors
Texas
$5.65M -$67.2K -1,352 -1%
Barclays
290
Barclays
United Kingdom
$5.65M -$2.01M -40,374 -26%
HFM
291
Harvest Fund Management
China
$5.65M +$1.05M +21,070 +23%
TPWM
292
Twelve Points Wealth Management
Massachusetts
$5.64M +$344K +6,920 +6%
Lido Advisors
293
Lido Advisors
California
$5.62M -$3.73K -75 -0.1%
FA
294
FDx Advisors
Illinois
$5.6M -$220K -4,428 -4%
MA
295
Mutual Advisors
Nebraska
$5.58M +$3.48M +67,285 +165%
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$5.47M +$31.8K +640 +0.6%
AFG
297
Atomi Financial Group
New York
$5.38M +$290K +5,839 +6%
GBT
298
Grove Bank & Trust
Florida
$5.37M +$4.73M +95,122 +739%
CFO
299
Callan Family Office
Pennsylvania
$5.36M +$708K +14,236 +15%
AWP
300
Accretive Wealth Partners
New Jersey
$5.35M -$272K -5,481 -5%
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