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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 %
AAS
401
Avantax Advisory Services
Texas
$3.09M +$50.5K +1,016 +2%
ES
402
Eagle Strategies
New York
$3.04M -$106K -2,140 -3%
IWM
403
IHT Wealth Management
Illinois
$3.01M +$728K +14,613 +32%
IMC Chicago
404
IMC Chicago
Illinois
$3.01M -$4.93M -99,148 -62%
RFC
405
Regions Financial Corp
Alabama
$2.98M +$71.4K +1,437 +2%
TW
406
Towerpoint Wealth
California
$2.96M -$27.6K -555 -0.9%
SWA
407
Stratos Wealth Advisors
Ohio
$2.91M +$62.1K +1,250 +2%
PFP
408
Pinnacle Financial Partners
Tennessee
$2.9M +$225K +4,520 +8%
CL
409
COWA LLC
Oklahoma
$2.9M -$210K -4,225 -7%
OCM
410
One Capital Management
California
$2.87M -$139K -2,794 -5%
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$2.86M +$696K +14,000 +32%
GWM
412
Geneos Wealth Management
Colorado
$2.86M +$26.1K +526 +0.9%
NFG
413
Nadler Financial Group
Illinois
$2.84M +$29.8K +600 +1%
CCM
414
Carlson Capital Management
Minnesota
$2.84M – – –
RJT
415
Raymond James Trust
Florida
$2.83M -$23.5K -472 -0.8%
GAM
416
Gould Asset Management
California
$2.81M -$131K -2,628 -4%
PFGIA
417
Patriot Financial Group Insurance Agency
Massachusetts
$2.77M +$176K +3,543 +7%
FTA
418
Financial & Tax Architects
Missouri
$2.77M -$100K -2,018 -3%
FLPIM
419
F.L. Putnam Investment Management
Massachusetts
$2.75M +$30.9K +621 +1%
DLCIG
420
D.L. Carlson Investment Group
New Hampshire
$2.73M +$2.73M +54,833 New
TSW
421
Thompson Siegel & Walmsley
Virginia
$2.71M – – –
PP
422
Prudential plc
United Kingdom
$2.69M +$1.29M +25,880 +92%
AFG
423
ABLE Financial Group
Arizona
$2.66M +$2.28M +45,940 +600%
UCB
424
United Community Bank
South Carolina
$2.66M +$1.21M +24,386 +84%
AWA
425
Arete Wealth Advisors
Illinois
$2.65M +$2.24M +45,212 +547%
15 16
17
18 19