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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 %
FMN
376
Financial Management Network
California
$3.49M +$146K +2,914 +4%
MCM
377
Mengis Capital Management
Oregon
$3.49M -$123K -2,472 -3%
WT
378
Whittier Trust
California
$3.47M -$316K -6,352 -8%
PA
379
Parallel Advisors
California
$3.47M +$25.4K +512 +0.7%
FAIM
380
Financial Advocates Investment Management
Washington
$3.47M +$253K +5,081 +8%
NF
381
NavPoint Financial
Minnesota
$3.45M -$221K -4,450 -6%
VCWA
382
Vanguard Capital Wealth Advisors
Colorado
$3.45M +$126K +2,540 +4%
LIA
383
LifePlan Investment Advisors
North Carolina
$3.44M -$228K -4,587 -6%
CCA
384
Cobblestone Capital Advisors
New York
$3.44M – – –
FCA
385
FinTrust Capital Advisors
South Carolina
$3.43M +$72.6K +1,460 +2%
AI
386
Atria Investments
North Carolina
$3.4M -$316K -6,353 -9%
FA
387
Financial Alternatives
California
$3.38M -$22.1K -445 -0.7%
GVAG
388
Great Valley Advisor Group
Delaware
$3.34M +$376K +7,558 +13%
RG
389
Rathbones Group
United Kingdom
$3.33M -$211K -4,244 -6%
PIMG
390
Patriot Investment Management Group
Tennessee
$3.32M – – –
Vontobel Holding
391
Vontobel Holding
Switzerland
$3.31M -$88.6K -1,782 -3%
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$3.31M +$70.3K +1,404 +2%
FSA
393
Financial Sense Advisors
California
$3.27M +$10.9K +220 +0.3%
Asset Management One
394
Asset Management One
Japan
$3.24M -$12M -241,662 -79%
BFS
395
Bradley Foster & Sargent
Connecticut
$3.22M -$111K -2,231 -3%
SW
396
Signify Wealth
Missouri
$3.21M +$317K +6,373 +11%
AP
397
Aspect Partners
Virginia
$3.2M +$474K +9,536 +17%
MWM
398
Modera Wealth Management
New Jersey
$3.19M +$46.8K +942 +1%
AFP
399
Ausdal Financial Partners
Iowa
$3.15M +$217K +4,367 +7%
SFFS
400
Stonehage Fleming Financial Services
Jersey
$3.1M – – –
14 15
16
17 18