IAU icon

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
1
Envestnet Asset Management
Illinois
$534M
2
LPL Financial
2
LPL Financial
California
$427M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.16B
4
Truist Financial
4
Truist Financial
North Carolina
$206M
5
Wells Fargo
5
Wells Fargo
California
$608M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$435M
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$688M
4
Bank of America
4
Bank of America
North Carolina
$1.53B
5
CC
5
Cadinha & Co
Hawaii
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
26
Equitable Trust
Tennessee
$122M -$5.52M -111,530 -4%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$113M +$4.92M +99,319 +5%
PCP
28
Proficio Capital Partners
Massachusetts
$111M +$4.39M +88,620 +4%
Stifel Financial
29
Stifel Financial
Missouri
$102M +$17.4M +350,559 +21%
GAG
30
GM Advisory Group
New York
$102M +$1.77M +35,827 +2%
TAM
31
Tocqueville Asset Management
New York
$99M -$1.17M -23,601 -1%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$92.1M +$1.29M +26,057 +1%
Chevy Chase Trust
33
Chevy Chase Trust
Maryland
$91.2M +$6.86M +138,592 +8%
AL
34
Arnhold LLC
New York
$87M – – –
MD
35
Money Design
Japan
$82.3M +$2.41M +49,061 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$78.7M +$4.71M +95,040 +6%
MCM
37
Moon Capital Management
New York
$77.2M – – –
JMFC
38
J.M. Forbes & Co
Massachusetts
$69.1M +$563K +11,375 +0.8%
FCAS
39
First Command Advisory Services
Texas
$68.2M -$1.08M -21,743 -2%
AG
40
AlTi Global
New York
$67.6M +$4.33M +87,311 +7%
CTC
41
Central Trust Company
Missouri
$66.5M -$6.21M -125,399 -9%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$66.3M +$6.3M +127,253 +11%
Mariner
43
Mariner
Kansas
$64.7M +$2.88M +58,267 +5%
CAM
44
Cresset Asset Management
Illinois
$64.2M +$2.8M +56,499 +5%
TWM
45
Tanglewood Wealth Management
Texas
$63.5M +$2.84M +57,373 +5%
Goldman Sachs
46
Goldman Sachs
New York
$60.3M +$19.7M +398,242 +49%
Franklin Resources
47
Franklin Resources
California
$59.8M -$2.36M -47,768 -4%
Osaic Holdings
48
Osaic Holdings
Arizona
$57.5M +$3.72M +75,599 +7%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$56.3M +$3.08M +62,195 +6%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$55.4M +$54M +1,091,440 +4,039%
1
2
3 4 5