IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

1,395 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,395
Holders Change
+177
Holders Change %
+14.53%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
253
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$534M
2
LPL Financial
2
LPL Financial
California
$427M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.16B
4
Truist Financial
4
Truist Financial
North Carolina
$206M
5
Wells Fargo
5
Wells Fargo
California
$608M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$435M
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$688M
4
Bank of America
4
Bank of America
North Carolina
$1.53B
5
CC
5
Cadinha & Co
Hawaii
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
51
Allianz
Germany
$52M +$1.97M +39,837 +4%
AWM
52
Axxcess Wealth Management
California
$51.6M +$74.2K +1,498 +0.1%
CAAS
53
Capital Asset Advisory Services
Michigan
$51.5M +$614K +12,341 +1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$51.2M +$17.6M +354,831 +52%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$48.8M +$739K +14,935 +2%
PC
56
Permanens Capital
New York
$48.8M +$6.47M +130,676 +15%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$48.3M +$1.22M +24,640 +3%
OA
58
Oxbow Advisors
Texas
$47.8M -$237K -4,794 -0.5%
MML Investors Services
59
MML Investors Services
Massachusetts
$47.6M +$21.6M +435,807 +83%
BIAS
60
Beacon Investment Advisory Services
New Jersey
$46.4M -$4.84M -97,704 -9%
TFCP
61
Twin Focus Capital Partners
Massachusetts
$44.5M +$5.48M +110,733 +14%
SA
62
Sanctuary Advisors
Indiana
$42.3M +$677K +12,841 +2%
OIA
63
OneDigital Investment Advisors
Kansas
$41.4M +$17.3M +348,963 +72%
Deutsche Bank
64
Deutsche Bank
Germany
$41.3M +$3.93M +79,411 +11%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$40.2M +$23.2M +467,948 +136%
GG
66
GenWealth Group
New Jersey
$39.5M -$200K -4,044 -0.5%
CWM
67
Circle Wealth Management
New Jersey
$39.2M -$5.1K -103 -0%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$39.1M +$3.67M +74,664 +10%
IA
69
Intellus Advisors
Florida
$38.7M +$38.7M +782,214 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$38M +$36.4M +734,327 +2,183%
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$37.8M -$1.94M -39,258 -5%
Creative Planning
72
Creative Planning
Kansas
$37.6M -$1.91M -38,557 -5%
DWM
73
Dynasty Wealth Management
Florida
$37.3M +$8.39M +169,497 +29%
BFO
74
Biltmore Family Office
North Carolina
$35.9M -$159K -3,213 -0.4%
TIAA Trust, National Association
75
TIAA Trust, National Association
North Carolina
$35.8M +$908K +18,333 +3%
1 2
3
4 5