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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 %
MCP
676
Mirador Capital Partners
California
$811K -$14.4K -290 -2%
MCM
677
Mill Capital Management
North Carolina
$808K – – –
WFAG
678
Wescott Financial Advisory Group
Pennsylvania
$807K -$21.7K -436 -3%
VT
679
Vise Technologies
New York
$807K -$249 -5 -0%
PTC
680
Private Trust Company
Ohio
$805K -$258K -5,189 -24%
BWA
681
Beam Wealth Advisors
Louisiana
$804K +$163K +3,274 +25%
EIP
682
Ellis Investment Partners
Pennsylvania
$800K +$20K +402 +3%
SI
683
Seeds Investor
New York
$799K +$799K +16,071 New
ONB
684
Old National Bancorp
Indiana
$795K +$114K +2,285 +17%
IWN
685
Independent Wealth Network
Iowa
$774K +$234K +4,718 +43%
NWM
686
Northcape Wealth Management
New York
$772K – – –
BFC
687
Blue Fin Capital
Rhode Island
$771K – – –
SWM
688
Spire Wealth Management
Virginia
$762K +$79.1K +1,592 +12%
EFS
689
Essex Financial Services
Connecticut
$752K -$1.3K -25 -0.2%
HCA
690
Horan Capital Advisors
Ohio
$750K – – –
HDIM
691
Hanson & Doremus Investment Management
Vermont
$748K -$18.1K -365 -2%
TFO
692
Tarbox Family Office
California
$746K – – –
Bank of Nova Scotia
693
Bank of Nova Scotia
Ontario, Canada
$742K -$97.5K -1,962 -12%
AWM
694
Aberdeen Wealth Management
Illinois
$741K -$49.7K -1,000 -6%
AWM
695
Avaii Wealth Management
Wisconsin
$736K +$12.4K +249 +2%
AQR Capital Management
696
AQR Capital Management
Connecticut
$732K -$40.8K -821 -5%
AWA
697
Arkadios Wealth Advisors
Georgia
$730K +$93.2K +1,875 +15%
PS
698
Principal Securities
Iowa
$722K +$158K +3,171 +28%
CIA
699
Capital Investment Advisors
Georgia
$721K +$22.6K +455 +3%
MFG
700
Marmo Financial Group
Tennessee
$716K – – –
26 27
28
29 30