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iShares Gold Trust
IAU

Overview Fund Activity

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

Top Buyers

1
WI
WealthNavi Inc
Japan
$221M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.2M
4
Goldman Sachs
Goldman Sachs
New York
$32.9M
5
Comerica Bank
Comerica Bank
Texas
$23.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$921M
2
UBS Group
UBS Group
Switzerland
$0
3
Charles Schwab
Charles Schwab
California
$433K
4
MB
Mizuho Bank
Japan
$252M
5
Jane Street
Jane Street
New York
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$108M +$1.8M +42,813 +2%
Jane Street
27
Jane Street
New York
$101M -$73.8M -1,755,943 -42%
TAM
28
Tocqueville Asset Management
New York
$95.7M -$1.72M -40,892 -2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$91M -$3.83M -91,107 -4%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$89.1M +$4.16M +98,023 +5%
PCP
31
Proficio Capital Partners
Massachusetts
$88.2M +$355K +8,443 +0.4%
GAG
32
GM Advisory Group
New York
$84.7M -$6.31M -150,127 -7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$84.2M -$700K -16,659 -0.8%
AL
34
Arnhold LLC
New York
$74.9M -$1.05M -25,000 -1%
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$70.5M -$706K -16,807 -1%
Stifel Financial
36
Stifel Financial
Missouri
$66.7M -$4.14M -98,581 -6%
MD
37
Money Design
Japan
$66.4M -$9.83M -233,957 -13%
MCM
38
Moon Capital Management
New York
$65.5M – – –
CTC
39
Central Trust Company
Missouri
$64.8M -$1.37M -32,525 -2%
FCAS
40
First Command Advisory Services
Texas
$61.4M -$194K -4,622 -0.3%
Osaic Holdings
41
Osaic Holdings
Arizona
$58.2M -$19.2M -457,585 -25%
JMFC
42
J.M. Forbes & Co
Massachusetts
$57.3M -$814K -19,375 -1%
Franklin Resources
43
Franklin Resources
California
$53.3M -$1.1M -26,302 -2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$52.8M -$139K -3,297 -0.3%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$51M -$147K -3,497 -0.3%
TWM
46
Tanglewood Wealth Management
Texas
$50.6M +$753K +17,930 +2%
AG
47
AlTi Global
New York
$49.5M -$61.2K -1,456 -0.1%
Mariner
48
Mariner
Kansas
$49.4M -$146K -3,474 -0.3%
Truist Financial
49
Truist Financial
North Carolina
$47.3M +$1.84M +43,703 +4%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$44.9M +$8.38M +199,500 +23%
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