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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 %
HGA
651
Hobbs Group Advisors
South Carolina
$884K -$1.14K -23 -0.1%
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$879K +$89K +1,790 +11%
PFM
653
Phillips Financial Management
Indiana
$877K -$30.8K -620 -3%
DAS
654
Dynamic Advisor Solutions
Arizona
$869K -$486K -9,784 -36%
FNT
655
First National Trust
Pennsylvania
$867K – – –
GS
656
GTS Securities
New York
$866K +$866K +17,426 New
MFA
657
Mayflower Financial Advisors
Massachusetts
$864K – – –
DWA
658
Divergent Wealth Advisors
Utah
$861K +$3.73K +75 +0.4%
SCTC
659
Sanibel Captiva Trust Company
Florida
$860K – – –
CAMG
660
CWA Asset Management Group
Florida
$857K +$857K +17,246 New
SCI
661
S&CO Inc
Massachusetts
$853K – – –
BFPW
662
BOK Financial Private Wealth
Colorado
$851K -$59.4K -1,196 -7%
RAM
663
Riggs Asset Management
Pennsylvania
$848K +$13.9K +279 +2%
CF
664
Crosspoint Financial
California
$848K – – –
ACIM
665
Azimuth Capital Investment Management
Michigan
$846K – – –
VFA
666
Valeo Financial Advisors
Indiana
$842K +$73.8K +1,484 +10%
First Trust Advisors
667
First Trust Advisors
Illinois
$841K +$86.5K +1,740 +11%
MCCA
668
Mill Creek Capital Advisors
Pennsylvania
$836K – – –
KCM
669
Kornitzer Capital Management
Kansas
$835K -$65.3K -1,313 -7%
BA
670
Ballew Advisors
Mississippi
$833K -$676K -13,725 -45%
EWA
671
EP Wealth Advisors
California
$830K -$68.4K -1,377 -8%
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$826K – – –
RA
673
RFG Advisory
Alabama
$825K +$8.85K +178 +1%
VAS
674
Valicenti Advisory Services
New York
$819K -$69.6K -1,400 -8%
PWP
675
Principle Wealth Partners
Connecticut
$818K – – –
25 26
27
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