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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 %
AA
376
Altman Advisors
Illinois
$3.93M +$351K +7,852 +10%
AWA
377
Amplius Wealth Advisors
Pennsylvania
$3.91M -$79.9K -1,613 -2%
RCWM
378
Red Crane Wealth Management
California
$3.91M +$3.91M +78,894 New
WWC
379
Waypoint Wealth Counsel
Georgia
$3.89M -$13.7K -277 -0.4%
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
$3.89M +$1.12M +22,721 +41%
SI
381
Seeds Investor
New York
$3.87M +$3.08M +62,191 +387%
CGA
382
Crescent Grove Advisors
Illinois
$3.86M +$345K +6,962 +10%
M
383
MOTCO
Texas
$3.83M -$38.5K -778 -1%
TW
384
TrinityPoint Wealth
Connecticut
$3.78M +$1.91M +38,560 +102%
RVM
385
Robinson Value Management
Texas
$3.77M -$117K -2,365 -3%
FMI
386
F/M Investments
District of Columbia
$3.76M -$1.02M -20,664 -21%
SC
387
Sepio Capital
Utah
$3.72M – – –
PPA
388
Pacific Point Advisors
California
$3.7M +$3.7M +68,862 New
BIP
389
Blueprint Investment Partners
North Carolina
$3.66M +$29K +586 +0.8%
EWA
390
EQ Wealth Advisors
Texas
$3.65M +$3.65M +73,808 New
AAP
391
Arax Advisory Partners
Colorado
$3.63M -$164K -3,309 -4%
FAIM
392
Financial Advocates Investment Management
Washington
$3.61M +$160K +3,240 +5%
FMN
393
Financial Management Network
California
$3.61M +$137K +2,745 +4%
NFG
394
Nadler Financial Group
Illinois
$3.59M +$761K +15,365 +27%
LIA
395
LifePlan Investment Advisors
North Carolina
$3.57M +$136K +2,747 +4%
SWA
396
Stratos Wealth Advisors
Ohio
$3.53M +$630K +12,732 +22%
EWM
397
Evermay Wealth Management
Virginia
$3.51M -$11.8K -238 -0.3%
DSN
398
D. Scott Neal
Kentucky
$3.46M -$37.8K -763 -1%
NF
399
NavPoint Financial
Minnesota
$3.44M -$2.38K -48 -0.1%
MCM
400
Mengis Capital Management
Oregon
$3.43M -$39.6K -800 -1%
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