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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 %
FM
501
Family Management
New York
$1.79M – – –
IPW
502
Inlet Private Wealth
Florida
$1.78M -$7.31K -147 -0.4%
ECM
503
Evergreen Capital Management
Washington
$1.75M – – –
MWM
504
Mosley Wealth Management
California
$1.73M +$99.3K +1,933 +6%
ACM
505
Avalon Capital Management
California
$1.73M +$32.3K +650 +2%
TF
506
Trek Financial
Arizona
$1.72M +$239K +4,812 +16%
TC
507
TownSquare Capital
Utah
$1.72M +$96.6K +1,943 +6%
MGWM
508
Marks Group Wealth Management
Minnesota
$1.72M +$23.6K +474 +1%
HWP
509
Highline Wealth Partners
California
$1.68M -$7.16K -144 -0.4%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$1.67M -$20.7K -417 -1%
GC
511
Guidance Capital
Kentucky
$1.67M -$5.86K -114 -0.3%
SAM
512
Satovsky Asset Management
New York
$1.66M +$2.68K +54 +0.2%
MSFS
513
Main Street Financial Solutions
Pennsylvania
$1.65M +$112K +2,255 +7%
HFP
514
Holistic Financial Partners
Indiana
$1.64M – – –
AAS
515
Ameritas Advisory Services
Nebraska
$1.63M -$532K -10,713 -25%
SMA
516
Sage Mountain Advisors
Georgia
$1.62M -$154K -3,103 -9%
OFA
517
Oak Family Advisors
Illinois
$1.62M -$3.43K -69 -0.2%
RDWM
518
Red Door Wealth Management
Tennessee
$1.62M +$114K +2,292 +8%
CPM
519
Connective Portfolio Management
New York
$1.61M – – –
WWM
520
Western Wealth Management
Colorado
$1.58M +$764K +15,379 +93%
WS
521
Wedbush Securities
California
$1.58M -$29.7K -598 -2%
RZH
522
Relyea Zuckerberg Hanson
Connecticut
$1.57M – – –
EB
523
Eastern Bank
Massachusetts
$1.57M +$1.57M +31,491 New
CA
524
Clearstead Advisors
Ohio
$1.55M -$224K -4,503 -13%
CUAMC
525
China Universal Asset Management Company
China
$1.54M -$1.69M -34,000 -52%
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