IAU icon

iShares Gold Trust

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
401
Avestar Capital
New York
$2.37M
OCM
402
One Capital Management
California
$2.35M +$80K +1,905 +4%
FHA
403
First Horizon Advisors
Tennessee
$2.31M -$365K -8,687 -14%
AP
404
Aspect Partners
Virginia
$2.29M +$54.2K +1,290 +2%
TSW
405
Thompson Siegel & Walmsley
Virginia
$2.29M
IW
406
Instrumental Wealth
Florida
$2.28M -$249K -5,582 -10%
LWM
407
Laidlaw Wealth Management
New York
$2.26M -$234K -5,577 -9%
BSW
408
Buckingham Strategic Wealth
Missouri
$2.25M +$249K +5,933 +12%
PFP
409
Pinnacle Financial Partners
Tennessee
$2.25M -$18.1K -431 -0.8%
NC
410
NewSquare Capital
Pennsylvania
$2.25M +$61.2K +1,456 +3%
AFO
411
Allie Family Office
Florida
$2.24M -$1.19M -28,257 -35%
LA
412
LM Advisors
California
$2.22M
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$2.21M -$546K -13,000 -20%
BRM
414
Boston Research & Management
Massachusetts
$2.21M -$5.46K -130 -0.2%
MIA
415
MainStreet Investment Advisors
Illinois
$2.2M
NFG
416
Nadler Financial Group
Illinois
$2.16M -$87K -2,072 -4%
IWM
417
IHT Wealth Management
Illinois
$2.14M -$51.8K -1,233 -2%
TSS
418
Two Sigma Securities
New York
$2.14M -$1.66M -39,632 -44%
CFGF
419
Compass Financial Group (Florida)
Florida
$2.14M -$47.8K -1,137 -2%
SW
420
Simplicity Wealth
New Jersey
$2.12M +$2.12M +50,459 New
AR
421
Apeiron RIA
Texas
$2.06M +$107K +2,558 +6%
VFO
422
Virtus Family Office
Texas
$2.03M -$6.64K -158 -0.3%
TFM
423
Trademark Financial Management
Minnesota
$2.02M +$437K +10,394 +28%
VC
424
Vicus Capital
Pennsylvania
$2M -$124K -2,950 -6%
PGF
425
Plan Group Financial
Oklahoma
$2M +$644K +15,320 +47%