IAU icon

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 %
CC
351
Cadinha & Co
Hawaii
$4.3M -$29.1M -587,687 -87%
DAS
352
Diversify Advisory Services
Utah
$4.3M -$291K -5,733 -6%
GC
353
Gibson Capital
Pennsylvania
$4.29M -$23.5K -475 -0.5%
DFA
354
Davies Financial Advisors
California
$4.24M +$47.1K +951 +1%
RCM
355
Riggs Capital Management
Utah
$4.2M +$4.2M +84,875 New
DLCIG
356
D.L. Carlson Investment Group
New Hampshire
$4.2M +$1.48M +29,965 +55%
SF
357
Synovus Financial
Georgia
$4.18M +$115K +2,320 +3%
ATC
358
Argent Trust Co
Tennessee
$4.18M -$35.2K -710 -0.8%
FT
359
Fiduciary Trust
Massachusetts
$4.17M -$378K -7,635 -8%
SF
360
Summit Financial
New Jersey
$4.16M +$3.92M +79,145 +1,591%
WTC
361
WhitTier Trust Company
Nevada
$4.13M +$8.86K +179 +0.2%
HNB
362
Hilltop National Bank
Wyoming
$4.12M -$34.4K -695 -0.8%
SPFA
363
Summit Place Financial Advisors
New Jersey
$4.1M -$7.58K -153 -0.2%
FGA
364
Fortis Group Advisors
New Jersey
$4.08M -$9.05M -182,818 -69%
Barclays
365
Barclays
United Kingdom
$4.08M -$1.55M -31,292 -28%
TM
366
Tikvah Management
North Carolina
$4.07M – – –
BIP
367
Blue Investment Partners
California
$4.05M +$136K +2,754 +3%
MWM
368
Moulton Wealth Management
Washington
$4.05M -$162K -3,270 -4%
ATPW
369
Ashton Thomas Private Wealth
Arizona
$4.02M +$1.8M +36,430 +81%
JF
370
Jump Financial
Illinois
$4.01M -$970K -19,583 -19%
GKWIM
371
Gerber Kawasaki Wealth & Investment Management
California
$4.01M +$218K +4,413 +6%
DFA
372
Delta Financial Advisors
Louisiana
$3.97M -$96.8K -1,956 -2%
HWM
373
HB Wealth Management
Georgia
$3.96M +$402K +8,110 +11%
Vontobel Holding
374
Vontobel Holding
Switzerland
$3.95M +$651K +13,157 +20%
AFO
375
Allie Family Office
Florida
$3.94M +$132K +2,676 +3%
13 14
15
16 17