IAU icon

iShares Gold Trust

1,396 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+178
Holders Change %
+14.61%
% 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
254
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
576
Savant Capital
Illinois
$1.55M +$322K +6,494 +26%
CSWG
577
Cardinal Strategic Wealth Guidance
Kentucky
$1.55M +$1.55M +31,216 New
KWA
578
Kingswood Wealth Advisors
California
$1.54M +$1.54M +31,077 New
SAI
579
Savvy Advisors Inc
New York
$1.53M +$481K +9,712 +46%
JWCA
580
J.W. Cole Advisors
Florida
$1.53M -$263K -5,321 -15%
CIA
581
Concurrent Investment Advisors
Florida
$1.52M +$811K +16,389 +115%
NW
582
Naviter Wealth
Arkansas
$1.52M +$4.95K +100 +0.3%
AIS
583
Accredited Investor Services
Minnesota
$1.51M +$1.51M +30,493 New
ACM
584
Avalon Capital Management
California
$1.5M -$218K -4,407 -13%
MSFS
585
Main Street Financial Solutions
Pennsylvania
$1.5M -$145K -2,923 -9%
BFG
586
Beacon Financial Group
Texas
$1.49M +$1.49M +30,173 New
CA
587
Clearstead Advisors
Ohio
$1.49M -$51.2K -1,034 -3%
FP
588
FFG Partners
Florida
$1.47M +$19.8K +400 +1%
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$1.47M +$52.3K +1,057 +4%
FFN
590
Focus Financial Network
Minnesota
$1.46M -$1.02M -20,568 -41%
BA
591
Bristlecone Advisors
Washington
$1.46M -$792 -16 -0.1%
4WM
592
4J Wealth Management
Virginia
$1.46M +$1.46M +29,562 New
CT
593
Clearstead Trust
Maine
$1.46M +$14.9K +301 +1%
PA
594
PFG Advisors
Arizona
$1.44M +$44.3K +894 +3%
FIM
595
Freedom Investment Management
Connecticut
$1.44M -$53.1K -1,073 -4%
AG
596
Ascent Group
Virginia
$1.44M +$1.44M +29,013 New
CMMS
597
Comprehensive Money Management Services
Florida
$1.43M +$1.43M +28,873 New
MIA
598
MainStreet Investment Advisors
Illinois
$1.42M -$40.4K -815 -3%
SVWAG
599
Sound View Wealth Advisors Group
Georgia
$1.41M
IAS
600
Insigneo Advisory Services
Florida
$1.41M +$43.1K +871 +3%