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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 %
AC
476
Allstate Corporation
Illinois
$1.99M +$1.99M +40,000 New
WCM
477
Whitener Capital Management
North Carolina
$1.98M +$398 +8 +0%
WA
478
WBH Advisory
Maryland
$1.96M -$298 -6 -0%
AR
479
Apeiron RIA
Texas
$1.96M -$504K -10,137 -20%
SAM
480
SignalPoint Asset Management
Missouri
$1.95M -$116K -2,311 -6%
NPFS
481
Novak & Powell Financial Services
Florida
$1.94M -$15.2K -306 -0.8%
TPI
482
Trust Point Inc
Wisconsin
$1.91M – – –
VR
483
Valued Retirements
Texas
$1.91M – – –
WFG
484
Wormser Freres Gestion
France
$1.91M -$510K -10,201 -21%
OC
485
Oppenheimer & Co
New York
$1.9M +$570K +11,471 +43%
IC
486
Iconiq Capital
California
$1.9M – – –
HCM
487
Howland Capital Management
Massachusetts
$1.89M -$298K -6,000 -14%
TW
488
TrinityPoint Wealth
Connecticut
$1.88M -$248 -5 -0%
UAS
489
United Asset Strategies
New York
$1.88M -$500K -10,060 -21%
IAN
490
Integrated Advisors Network
Texas
$1.87M -$16.5K -331 -0.9%
FTWA
491
Fifth Third Wealth Advisors
Ohio
$1.86M -$33.2K -668 -2%
PCTC
492
Perkins Coie Trust Company
Washington
$1.86M – – –
CW
493
CreativeOne Wealth
Kansas
$1.85M +$366K +7,358 +25%
BO
494
Bank OZK
Arkansas
$1.83M -$5.32K -107 -0.3%
TPWA
495
TRUE Private Wealth Advisors
Oregon
$1.82M -$69.3K -1,395 -4%
AT
496
Arlington Trust
Alabama
$1.82M -$24.7K -496 -1%
SA
497
Sunesis Advisors
Kansas
$1.81M – – –
WC
498
Waterloo Capital
Texas
$1.8M +$1.8M +36,251 New
JWCA
499
J.W. Cole Advisors
Florida
$1.8M +$3.78K +76 +0.2%
WIA
500
World Investment Advisors
California
$1.8M +$958K +17,950 +114%
18 19
20
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