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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
1
Quadrature Capital
United Kingdom
$95.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$557M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$33.1M
4
BAM
4
Brave Asset Management
New Jersey
$26.2M
5
PIM
5
Parker Investment Management
California
$26M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$3.92M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$35.1M
3
Jane Street
3
Jane Street
New York
$8.64M
4
CL
4
CRCM LP
California
$519K
5
Bank of America
5
Bank of America
North Carolina
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$117M +$5.81M +116,896 +5%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$108M +$5.49M +110,384 +5%
PCP
28
Proficio Capital Partners
Massachusetts
$107M +$436K +8,763 +0.4%
TAM
29
Tocqueville Asset Management
New York
$101M -$1.29M -25,891 -1%
GAG
30
GM Advisory Group
New York
$100M +$243K +4,889 +0.2%
QC
31
Quadrature Capital
United Kingdom
$95.8M +$95.8M +1,927,978 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$91.1M -$6.64M -133,591 -7%
AL
33
Arnhold LLC
New York
$87.3M – – –
Stifel Financial
34
Stifel Financial
Missouri
$84.8M +$2.94M +59,179 +4%
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$84.6M +$3.37M +67,732 +4%
MD
36
Money Design
Japan
$80.6M -$191K -3,852 -0.2%
MCM
37
Moon Capital Management
New York
$77.5M – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$74.2M +$8.18M +164,596 +12%
CTC
39
Central Trust Company
Missouri
$73M -$1.67M -33,536 -2%
FCAS
40
First Command Advisory Services
Texas
$69.6M -$439K -8,825 -0.6%
JMFC
41
J.M. Forbes & Co
Massachusetts
$68.8M -$288K -5,787 -0.4%
AG
42
AlTi Global
New York
$63.5M +$1.83M +36,861 +3%
Franklin Resources
43
Franklin Resources
California
$62.9M +$421K +8,407 +0.7%
Mariner
44
Mariner
Kansas
$62M -$301K -6,048 -0.5%
CAM
45
Cresset Asset Management
Illinois
$61.7M -$2.42M -48,646 -4%
TWM
46
Tanglewood Wealth Management
Texas
$60.9M +$819K +16,481 +1%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$60.2M -$67.5K -1,358 -0.1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$56.1M +$2.42M +48,742 +5%
Osaic Holdings
49
Osaic Holdings
Arizona
$54.4M -$1.28M -25,808 -2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$53.4M -$19.2M -386,463 -26%
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