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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 %
BFP
301
Briaud Financial Planning
Texas
$5.31M -$50 -1 -0%
BIA
302
Bigelow Investment Advisors
Maine
$5.28M +$498K +10,013 +10%
AF
303
Advisornet Financial
Minnesota
$5.27M -$41.6K -838 -0.8%
KA
304
Kure Advisory
Minnesota
$5.25M -$149 -3 -0%
FNBT
305
FineMark National Bank & Trust
Florida
$5.19M -$21K -422 -0.4%
WFA
306
Wellspring Financial Advisors
Ohio
$5.18M -$1.54M -31,041 -23%
AWM
307
Apollon Wealth Management
South Carolina
$5.16M -$90.1K -1,812 -2%
SCI
308
Stableford Capital II
Arizona
$5.08M +$1.97M +39,281 +63%
CCG
309
Cypress Capital Group
Florida
$5.07M +$272K +5,474 +6%
JF
310
Jump Financial
Illinois
$5M +$2.9M +58,250 +137%
AA
311
Axiom Advisory
California
$4.97M -$274K -5,863 -5%
DA
312
DCF Advisers
Connecticut
$4.97M – – –
PHAM
313
Palisades Hudson Asset Management
Florida
$4.96M – – –
VCM
314
Versant Capital Management
Arizona
$4.93M -$34K -684 -0.7%
PHS
315
Pekin Hardy Strauss
Illinois
$4.88M +$22.1K +445 +0.5%
Bessemer Group
316
Bessemer Group
New Jersey
$4.86M – – –
AIM
317
Alhambra Investment Management
Florida
$4.85M -$1.13M -22,745 -19%
MAS
318
Madden Advisory Services
Florida
$4.82M +$86.3K +1,736 +2%
FMI
319
F/M Investments
District of Columbia
$4.81M – – –
FFG
320
Fiduciary Financial Group
California
$4.76M +$2.92K +59 +0.1%
FA
321
Flagstar Advisors
New York
$4.75M +$144K +2,901 +3%
DRS
322
Deane Retirement Strategies
Louisiana
$4.73M -$26.3K -529 -0.6%
OPS
323
Orion Portfolio Solutions
Nebraska
$4.73M -$390K -7,842 -8%
BCI
324
Brinker Capital Investments
Pennsylvania
$4.73M -$390K -7,842 -8%
BFM
325
Boston Financial Management
Massachusetts
$4.71M +$47.1K +948 +1%
11 12
13
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