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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 %
AFA
726
AA Financial Advisors
Ohio
$644K +$254K +5,106 +65%
DG
727
DMC Group
Alabama
$643K +$169K +3,399 +36%
ISL
728
Ingalls & Snyder LLC
New York
$642K -$199 -4 -0%
CCWA
729
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$642K -$13K -262 -2%
MCCP
730
Mission Creek Capital Partners
California
$639K -$3.48K -70 -0.5%
SPWM
731
Schrum Private Wealth Management
Florida
$638K +$319K +6,415 +100%
OHWP
732
Oak Harbor Wealth Partners
North Carolina
$636K – – –
TNBTD
733
Trustmark National Bank Trust Department
Mississippi
$625K +$3.28K +66 +0.5%
PWA
734
Phoenix Wealth Advisors
North Carolina
$621K -$23.2K -466 -4%
CB
735
Community Bank
New York
$620K -$497 -10 -0.1%
IIC
736
Integrated Investment Consultants
Michigan
$619K +$492K +38,560 +389%
SIA
737
SGL Investment Advisors
Montana
$618K +$618K +12,758 New
BFO
738
Boston Family Office
Massachusetts
$617K -$156K -3,144 -20%
HCC
739
Hirtle Callaghan & Co
Pennsylvania
$616K – – –
PPH
740
Pure Portfolios Holdings
Oregon
$616K +$616K +12,400 New
SIAM
741
Sterling Investment Advisors (Missouri)
Missouri
$611K +$14.2K +285 +2%
NL
742
NWAM LLC
Washington
$610K +$610K +12,271 New
PP
743
PDS Planning
Ohio
$606K +$5.12K +103 +0.9%
FMWA
744
Forvis Mazars Wealth Advisors
Missouri
$605K -$24.9K -500 -4%
PB
745
Pinnacle Bancorp
Nebraska
$602K +$49.2K +990 +9%
KWM
746
Keebeck Wealth Management
Illinois
$598K – – –
MW
747
MBL Wealth
North Carolina
$596K – – –
AFO
748
Arrowroot Family Office
California
$596K -$2.68K -54 -0.4%
BEI
749
Benjamin Edwards Inc
Missouri
$593K +$593K +11,930 New
GWM
750
GSB Wealth Management
Connecticut
$580K -$66.7K -1,342 -10%
28 29
30
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