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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 %
SCI
326
Stableford Capital II
Arizona
$4.93M -$88.5K -1,787 -2%
Bessemer Group
327
Bessemer Group
New Jersey
$4.86M +$22.7K +458 +0.5%
MAS
328
Madden Advisory Services
Florida
$4.84M +$42.1K +850 +0.9%
SS
329
SBI Securities
Japan
$4.81M +$4.81M +97,201 New
DRS
330
Deane Retirement Strategies
Louisiana
$4.8M +$92.5K +1,868 +2%
AF
331
Advisornet Financial
Minnesota
$4.8M -$448K -9,051 -9%
PHS
332
Pekin Hardy Strauss
Illinois
$4.7M -$156K -3,150 -3%
BFM
333
Boston Financial Management
Massachusetts
$4.68M -$9.9K -200 -0.2%
WP
334
WMS Partners
Maryland
$4.67M -$1.49K -30 -0%
FFG
335
Fiduciary Financial Group
California
$4.67M -$210K -4,128 -4%
AIM
336
Alhambra Investment Management
Florida
$4.66M -$165K -3,331 -3%
KP
337
Kitching Partners
Pennsylvania
$4.66M +$234K +4,730 +5%
CNB
338
Camden National Bank
Maine
$4.66M +$554K +11,199 +14%
GI
339
Gradient Investments
Minnesota
$4.53M +$63K +1,272 +1%
RFO
340
RiverGlades Family Offices
Florida
$4.52M +$23.3K +470 +0.5%
AC
341
Avestar Capital
New York
$4.49M +$1.87M +37,821 +72%
IWC
342
Integrated Wealth Concepts
Massachusetts
$4.48M +$1.85M +37,432 +70%
SAW
343
Signal Advisors Wealth
Michigan
$4.44M -$71.2K -1,438 -2%
WF
344
Welch & Forbes
Massachusetts
$4.4M -$39.4K -796 -0.9%
SSF
345
Southern Style Financial
California
$4.36M +$4.36M +88,145 New
JCM
346
J2 Capital Management
Michigan
$4.36M +$4.36M +88,080 New
IC
347
IEQ Capital
California
$4.35M -$122K -2,461 -3%
VCM
348
Versant Capital Management
Arizona
$4.35M -$560K -11,313 -11%
NL
349
NVWM LLC
Pennsylvania
$4.35M -$842 -17 -0%
TWM
350
TriaGen Wealth Management
California
$4.34M +$36.7K +742 +0.9%
12 13
14
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