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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 %
DAS
326
Diversify Advisory Services
Utah
$4.69M +$97K +1,868 +2%
NMG
327
New Millennium Group
Utah
$4.69M -$1.12M -22,568 -19%
WP
328
WMS Partners
Maryland
$4.69M – – –
WA
329
Wealth Alliance
New York
$4.69M -$2.24K -45 -0%
SIA
330
Sage Investment Advisers
New York
$4.58M -$84.5K -1,700 -2%
FT
331
Fiduciary Trust
Massachusetts
$4.56M +$131K +2,640 +3%
PWA
332
Provenance Wealth Advisors
Florida
$4.55M -$9.15K -184 -0.2%
IC
333
Inscription Capital
Texas
$4.53M -$13.2K -266 -0.3%
SAW
334
Signal Advisors Wealth
Michigan
$4.53M +$3.97M +79,922 +714%
RFO
335
RiverGlades Family Offices
Florida
$4.52M +$38.5K +775 +0.9%
IC
336
IEQ Capital
California
$4.49M +$1.62M +32,539 +56%
GI
337
Gradient Investments
Minnesota
$4.48M +$124K +2,486 +3%
WF
338
Welch & Forbes
Massachusetts
$4.46M -$19.3K -388 -0.4%
KP
339
Kitching Partners
Pennsylvania
$4.44M +$762K +15,341 +21%
BGA
340
Battery Global Advisors
Massachusetts
$4.42M +$4.41M +88,693 +27,544%
NL
341
NVWM LLC
Pennsylvania
$4.36M -$101K -2,033 -2%
WJWM
342
Williams Jones Wealth Management
New York
$4.34M +$29.8K +600 +0.7%
GC
343
Gibson Capital
Pennsylvania
$4.33M +$36.2K +729 +0.8%
PCWA
344
Pacific Capital Wealth Advisors
California
$4.32M -$309K -6,217 -7%
TWM
345
TriaGen Wealth Management
California
$4.32M +$226K +4,543 +6%
WCA
346
Westover Capital Advisors
Delaware
$4.29M +$2.69M +54,134 +168%
MWM
347
Moulton Wealth Management
Washington
$4.26M -$214K -4,274 -5%
ATC
348
Argent Trust Co
Tennessee
$4.23M -$55.8K -1,123 -1%
DFA
349
Davies Financial Advisors
California
$4.21M +$118K +2,379 +3%
FWM
350
Foguth Wealth Management
Michigan
$4.2M -$3.29M -66,501 -44%
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