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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$435M
2
QC
Quadrature Capital
United Kingdom
$0
3
Empower Advisory Group
Empower Advisory Group
Colorado
$688M
4
Bank of America
Bank of America
North Carolina
$1.53B
5
CC
Cadinha & Co
Hawaii
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
276
Sentinel Trust
Texas
$6.7M -$1.52M -30,720 -19%
JWM
277
JP Wealth Management
South Carolina
$6.68M +$6.68M +134,982 New
CWM
278
Cranbrook Wealth Management
Michigan
$6.64M -$135K -2,720 -2%
GWSA
279
Global Wealth Strategies & Associates
Colorado
$6.61M +$249K +5,033 +4%
WIP
280
WealthCare Investment Partners
Rhode Island
$6.56M +$352K +7,020 +6%
HPIA
281
Hamilton Point Investment Advisors
North Carolina
$6.46M +$104K +2,094 +2%
AWM
282
AE Wealth Management
Kansas
$6.43M -$1.88M -38,029 -23%
KC
283
Kades & Cheifetz
Pennsylvania
$6.32M +$25.6K +518 +0.4%
WC
284
Weil Company
California
$6.3M -$164K -3,308 -3%
AWMS
285
Advocacy Wealth Management Services
Georgia
$6.28M +$6.28M +126,942 New
MWM
286
Maltin Wealth Management
New Jersey
$6.27M +$35.4K +714 +0.6%
AI
287
Atria Investments
North Carolina
$6.26M +$2.88M +58,106 +85%
MIC
288
Meridian Investment Counsel
California
$6.24M +$56.1K +1,133 +0.9%
BCI
289
Brinker Capital Investments
Pennsylvania
$6.18M +$1.47M +29,713 +31%
OPS
290
Orion Portfolio Solutions
Nebraska
$6.18M +$1.47M +29,713 +31%
CBA
291
Coastal Bridge Advisors
Connecticut
$6.18M +$21.9K +443 +0.4%
AFG
292
Atomi Financial Group
New York
$6.14M +$778K +15,717 +15%
BIA
293
Bigelow Investment Advisors
Maine
$6.02M +$760K +15,354 +14%
PWA
294
Prairie Wealth Advisors
Nebraska
$6.02M +$383K +7,733 +7%
AFG
295
ABLE Financial Group
Arizona
$5.98M +$3.32M +67,121 +125%
CCG
296
Cypress Capital Group
Florida
$5.88M +$831K +16,782 +16%
WP
297
Wealthspan Partners
Iowa
$5.83M +$125K +2,533 +2%
SPWG
298
Sage Private Wealth Group
Illinois
$5.81M +$5.81M +117,380 New
SAA
299
Southeast Asset Advisors
Georgia
$5.72M – – –
TPWM
300
Twelve Points Wealth Management
Massachusetts
$5.71M +$90.2K +1,821 +2%
10 11
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