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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 %
NRI
626
NFP Retirement Inc
California
$976K -$4.77K -96 -0.5%
RIA
627
Regal Investment Advisors
Michigan
$972K -$13.5K -271 -1%
EL
628
EWA LLC
Pennsylvania
$967K +$967K +19,951 New
DA
629
Doliver Advisors
Texas
$966K -$24.9K -500 -3%
SFS
630
Sharp Financial Services
Pennsylvania
$958K +$189K +3,794 +25%
IA
631
IFG Advisory
Georgia
$954K -$28.5K -574 -3%
Natixis Advisors
632
Natixis Advisors
Massachusetts
$948K -$34.9K -702 -4%
BFG
633
Bleakley Financial Group
New Jersey
$943K +$309K +6,221 +49%
FPCP
634
Fort Point Capital Partners
California
$943K +$65.4K +1,315 +7%
SWM
635
Silverlake Wealth Management
Vermont
$942K +$60.6K +1,219 +7%
CFP
636
Cascade Financial Partners
California
$939K +$7.79K +150 +0.8%
PPP
637
Private Portfolio Partners
New Jersey
$938K +$938K +18,873 New
AA
638
Auxano Advisors
Washington
$935K -$57.6K -1,159 -6%
BWM
639
BKM Wealth Management
Wisconsin
$934K – – –
BFA
640
Bright Financial Advisors
Michigan
$930K -$15.7K -315 -2%
DWA
641
Douglass Winthrop Advisors
New York
$928K +$928K +18,680 New
DL
642
DOHJ LLC
Washington
$926K -$26.4K -526 -3%
MFG
643
Merit Financial Group
Georgia
$923K -$37.1K -747 -4%
CPA
644
Cardiff Park Advisors
California
$914K – – –
WMA
645
Wealth Management Associates
New Jersey
$913K +$21.9K +440 +2%
NPF
646
Norris Perne & French
Michigan
$910K – – –
SSWM
647
Sheets Smith Wealth Management
North Carolina
$905K +$34K +684 +4%
NFP
648
Narus Financial Partners
Utah
$902K -$20.6K -414 -2%
RSWM
649
Robertson Stephens Wealth Management
California
$900K -$140K -2,820 -13%
YDMI
650
Y.D. More Investments
Israel
$895K – – –
24 25
26
27 28