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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 %
CIM
701
Confluence Investment Management
Missouri
$714K +$34K +685 +5%
IAA
702
Independent Advisor Alliance
North Carolina
$712K -$20.3K -409 -3%
UCFA
703
United Capital Financial Advisors
Texas
$710K +$6.56K +132 +0.9%
CIA
704
Concurrent Investment Advisors
Florida
$710K +$128K +2,577 +22%
MW
705
Maia Wealth
Colorado
$707K +$46.1K +892 +7%
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$705K – – –
AIM
707
Access Investment Management
Georgia
$698K – – –
CBT
708
Central Bank & Trust
Kentucky
$697K +$21.3K +429 +3%
ANBT
709
American National Bank & Trust
Texas
$696K – – –
SEP
710
Southland Equity Partners
Missouri
$692K +$249K +5,005 +56%
VWM
711
Venturi Wealth Management
Texas
$689K – – –
EWA
712
Encompass Wealth Advisors
Oregon
$687K – – –
ACM
713
Ayrshire Capital Management
Connecticut
$686K -$646K -13,000 -49%
KIA
714
KCM Investment Advisors
California
$685K +$1.34K +27 +0.2%
IF
715
Intrua Financial
Texas
$685K -$23.7K -477 -3%
WC
716
Whitney & Co
New York
$683K +$87.4K +1,759 +15%
CIC
717
Carnegie Investment Counsel
Ohio
$681K -$53.2K -1,070 -7%
GSAM
718
Grant Street Asset Management
Pennsylvania
$673K -$1.01M -20,363 -60%
MA
719
MONECO Advisors
Connecticut
$667K -$298 -6 -0%
SW
720
SlateStone Wealth
Florida
$662K – – –
VA
721
Valmark Advisers
Ohio
$654K +$222K +4,473 +52%
RWMH
722
Riverpoint Wealth Management Holdings
Illinois
$650K – – –
AWM
723
Aprio Wealth Management
Georgia
$649K -$34.2K -689 -5%
AWM
724
Angeles Wealth Management
California
$646K +$646K +13,000 New
CCFM
725
Clear Creek Financial Management
Washington
$644K -$23.1K -464 -3%
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