IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M

Top Buyers

1
WI
WealthNavi Inc
Japan
$221M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.2M
4
Goldman Sachs
Goldman Sachs
New York
$32.9M
5
Comerica Bank
Comerica Bank
Texas
$23.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$921M
2
UBS Group
UBS Group
Switzerland
$0
3
Charles Schwab
Charles Schwab
California
$433K
4
MB
Mizuho Bank
Japan
$252M
5
Jane Street
Jane Street
New York
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
51
Beacon Investment Advisory Services
New Jersey
$44.5M +$153K +3,632 +0.3%
Asset Management One
52
Asset Management One
Japan
$43.2M -$11M -262,700 -20%
Corient Private Wealth
53
Corient Private Wealth
Florida
$42.5M +$1.12M +26,764 +3%
CAM
54
Cresset Asset Management
Illinois
$41.1M -$4.72M -112,385 -10%
A
55
Allianz
Germany
$39.6M +$39.6M +941,548 New
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$39.4M +$478K +11,351 +1%
MSL
57
Mackay Shields LLC
New York
$39M – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$38.7M -$761K -18,116 -2%
CAAS
59
Capital Asset Advisory Services
Michigan
$38.5M +$2.46K +56 +0%
AWM
60
Axxcess Wealth Management
California
$37.6M -$2.25M -53,666 -6%
OA
61
Oxbow Advisors
Texas
$37.3M +$1.98M +47,238 +6%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$36.9M -$2.78M -66,243 -7%
GG
63
GenWealth Group
New Jersey
$35.5M +$1.63M +38,726 +5%
CL
64
CRCM LP
California
$34.2M +$34.2M +813,165 New
CWM
65
Circle Wealth Management
New Jersey
$33.3M -$4.2K -100 -0%
Creative Planning
66
Creative Planning
Kansas
$33.1M -$765K -18,214 -2%
Goldman Sachs
67
Goldman Sachs
New York
$32.9M +$12.9M +307,255 +65%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$31.1M +$12.6M +282,053 +68%
EH
69
Equitable Holdings
New York
$30.8M +$1.77M +42,133 +6%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$30M +$30M +714,618 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$29.9M -$14M -332,347 -32%
BFO
72
Biltmore Family Office
North Carolina
$29.7M +$2.77M +65,995 +10%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$29.2M +$24.6M +586,652 +546%
NCM
74
Narwhal Capital Management
Georgia
$29.1M +$1.42M +33,752 +5%
EWA
75
EverSource Wealth Advisors
Alabama
$28.7M -$3.23M -74,647 -10%
1 2
3
4 5