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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 %
IAS
551
Insigneo Advisory Services
Florida
$1.37M +$154K +3,106 +13%
FCH
552
Freestone Capital Holdings
Washington
$1.35M +$42.7K +860 +3%
AA
553
Alesco Advisors
New York
$1.35M – – –
Envestnet Portfolio Solutions
554
Envestnet Portfolio Solutions
Illinois
$1.34M -$49.8K -1,001 -4%
FFA
555
Farther Finance Advisors
California
$1.34M +$83.4K +1,678 +7%
SAM
556
S.A. Mason
Michigan
$1.34M – – –
GRP
557
Global Retirement Partners
California
$1.34M -$40.6K -817 -3%
PWM
558
PBMares Wealth Management
Virginia
$1.32M -$24.7K -496 -2%
BAWC
559
Boyce & Associates Wealth Consulting
Texas
$1.31M +$37K +745 +3%
GC
560
Garde Capital
Washington
$1.29M – – –
M
561
MYeCFO
California
$1.29M +$4.97K +100 +0.4%
MIM
562
Macroview Investment Management
Maryland
$1.29M +$41.3K +830 +3%
VA
563
Vident Advisory
Georgia
$1.28M -$3.43K -69 -0.3%
SCM
564
Sterling Capital Management
North Carolina
$1.27M +$1.27M +25,589 New
CWM
565
Congress Wealth Management
Massachusetts
$1.27M -$137K -2,763 -10%
GJIA
566
Glass Jacobson Investment Advisors
Maryland
$1.27M -$23.4K -470 -2%
GWM
567
Greenhouse Wealth Management
Connecticut
$1.25M – – –
FFM
568
Forum Financial Management
Illinois
$1.25M -$7.55K -152 -0.6%
MF
569
Montis Financial
Massachusetts
$1.24M -$135K -2,718 -10%
AP
570
Americana Partners
Texas
$1.24M -$44.5K -895 -3%
CCB
571
Country Club Bank
Missouri
$1.24M -$57.7K -1,152 -4%
BWM
572
Blossom Wealth Management
California
$1.23M +$51.3K +1,032 +4%
SC
573
Savant Capital
Illinois
$1.23M +$446K +8,966 +57%
BAG
574
Bridgewealth Advisory Group
California
$1.23M +$16.8K +339 +1%
BBHC
575
Brown Brothers Harriman & Co
New York
$1.23M +$3.23K +65 +0.3%
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