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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 %
HFM
301
Harvest Fund Management
China
$5.67M +$43.8K +884 +0.8%
WFG
302
Wills Financial Group
Virginia
$5.67M +$4.21K +85 +0.1%
ACA
303
Ackerman Capital Advisors
Texas
$5.58M -$54.7K -1,104 -1%
CFO
304
Callan Family Office
Pennsylvania
$5.56M +$211K +4,267 +4%
WA
305
Wealth Alliance
New York
$5.55M +$883K +17,836 +19%
WIA
306
World Investment Advisors
California
$5.52M +$3.86M +77,926 +231%
GCWM
307
Graham Capital Wealth Management
District of Columbia
$5.52M -$9.88M -199,522 -64%
Lido Advisors
308
Lido Advisors
California
$5.51M -$92.4K -1,866 -2%
PHAM
309
Palisades Hudson Asset Management
Florida
$5.5M +$564K +11,382 +11%
FNBT
310
FineMark National Bank & Trust
Florida
$5.49M +$315K +6,360 +6%
BFP
311
Briaud Financial Planning
Texas
$5.33M +$38K +768 +0.7%
FA
312
Fermata Advisors
California
$5.32M -$1.67M -33,725 -24%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$5.28M +$2.83M +57,224 +116%
AWP
314
Accretive Wealth Partners
New Jersey
$5.22M -$107K -2,170 -2%
FA
315
FDx Advisors
Illinois
$5.18M -$396K -7,994 -7%
AWM
316
Apollon Wealth Management
South Carolina
$5.15M +$17.2K +347 +0.3%
DADC
317
D.A. Davidson & Co
Montana
$5.14M +$2.98M +60,131 +137%
BGA
318
Battery Global Advisors
Massachusetts
$5.11M +$705K +14,237 +16%
FA
319
Flagstar Advisors
New York
$5.07M +$339K +6,839 +7%
Citadel Advisors
320
Citadel Advisors
Florida
$5.07M +$2.8M +56,490 +123%
PCWA
321
Pacific Capital Wealth Advisors
California
$5.05M +$740K +14,949 +17%
WFA
322
Wellspring Financial Advisors
Ohio
$5M -$158K -3,190 -3%
BWM
323
Bulltick Wealth Management
Florida
$4.99M +$4.99M +100,879 New
CL
324
Choreo LLC
Illinois
$4.98M -$819K -16,543 -14%
DA
325
DCF Advisers
Connecticut
$4.95M – – –
11 12
13
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