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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 %
Nomura Asset Management
426
Nomura Asset Management
Japan
$2.65M +$84.5K +1,700 +3%
AF
427
Apollon Financial
South Carolina
$2.65M +$2.65M +53,310 New
FCM
428
Firestone Capital Management
Florida
$2.65M -$369K -7,416 -12%
IWC
429
Integrated Wealth Concepts
Massachusetts
$2.64M +$2.19K +44 +0.1%
AC
430
Avestar Capital
New York
$2.62M -$181K -3,639 -6%
TFM
431
Trademark Financial Management
Minnesota
$2.62M +$103K +2,069 +4%
FCP
432
Fidelis Capital Partners
Florida
$2.61M +$419K +8,173 +19%
LA
433
LM Advisors
California
$2.6M -$22.4K -450 -0.9%
AA
434
Advisory Alpha
Michigan
$2.59M +$497K +9,992 +24%
FHA
435
First Horizon Advisors
Tennessee
$2.57M -$161K -3,246 -6%
NC
436
NewSquare Capital
Pennsylvania
$2.55M -$73K -1,469 -3%
TI
437
Tidal Investments
Wisconsin
$2.55M +$2.15M +43,301 +543%
SFCL
438
Strengthening Families & Communities LLC
Massachusetts
$2.53M +$1.86M +37,476 +279%
LIA
439
Lynx Investment Advisory
District of Columbia
$2.53M – – –
LWM
440
Laidlaw Wealth Management
New York
$2.51M -$108K -2,173 -4%
BRM
441
Boston Research & Management
Massachusetts
$2.5M -$56.2K -1,130 -2%
FFN
442
Focus Financial Network
Minnesota
$2.49M +$113K +2,274 +5%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$2.48M +$1.27M +25,414 +106%
CFGF
444
Compass Financial Group (Florida)
Florida
$2.47M -$547 -11 -0%
STA
445
Smith Thornton Advisors
Alabama
$2.46M +$23.3K +469 +1%
FF
446
Farrell Financial
New York
$2.46M -$7.5K -148 -0.3%
SC
447
Scotia Capital
Ontario, Canada
$2.45M -$431K -8,680 -15%
AWM
448
Avior Wealth Management
Nebraska
$2.45M -$2.34K -47 -0.1%
HCA
449
Heck Capital Advisors
Wisconsin
$2.44M +$2.44M +49,156 New
NP
450
NorthRock Partners
Minnesota
$2.44M +$2.44M +49,100 New
16 17
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