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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 %
AFP
426
Ausdal Financial Partners
Iowa
$3.03M -$107K -2,156 -3%
PIMG
427
Patriot Investment Management Group
Tennessee
$3.03M -$274K -5,532 -8%
WT
428
Whittier Trust
California
$3.02M -$437K -8,835 -13%
RFC
429
Regions Financial Corp
Alabama
$3.02M +$44.9K +906 +2%
WA
430
Wealthstar Advisors
Texas
$3.01M +$3.01M +60,843 New
HFA
431
High Falls Advisors
New York
$2.99M +$2.99M +60,328 New
MWM
432
Modera Wealth Management
New Jersey
$2.98M -$194K -3,913 -6%
LI
433
LifeWealth Investments
Florida
$2.97M +$2.97M +60,058 New
CM
434
Cercano Management
Washington
$2.96M +$2.96M +59,869 New
FTWA
435
Fifth Third Wealth Advisors
Ohio
$2.94M +$1.08M +21,887 +59%
AF
436
Apollon Financial
South Carolina
$2.91M +$269K +5,432 +10%
PFA
437
Pettinga Financial Advisors
Indiana
$2.89M +$2.62M +52,955 +963%
TW
438
Towerpoint Wealth
California
$2.88M -$68.5K -1,384 -2%
BAM
439
Berkshire Asset Management
Pennsylvania
$2.86M – – –
CI Investments Inc
440
CI Investments Inc
Ontario, Canada
$2.85M – – –
AAS
441
Ameritas Advisory Services
Nebraska
$2.84M +$1.22M +24,653 +75%
CCM
442
Carlson Capital Management
Minnesota
$2.84M +$4.95K +100 +0.2%
FCP
443
Fidelis Capital Partners
Florida
$2.81M +$103K +1,941 +4%
GWM
444
Geneos Wealth Management
Colorado
$2.79M -$61K -1,232 -2%
GAM
445
Gould Asset Management
California
$2.74M -$52.7K -1,065 -2%
OCM
446
One Capital Management
California
$2.74M -$125K -2,533 -4%
FLPIM
447
F.L. Putnam Investment Management
Massachusetts
$2.73M -$9.65K -195 -0.4%
Asset Management One
448
Asset Management One
Japan
$2.73M -$490K -9,900 -15%
SFS
449
Security Financial Services
Indiana
$2.72M +$2.72M +54,918 New
PFP
450
Pinnacle Financial Partners
Tennessee
$2.71M -$191K -3,853 -7%
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