IAU icon

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 %
MWM
751
Meridian Wealth Management
Kentucky
$578K +$578K +11,631 New
BMCM
752
Bryn Mawr Capital Management
Pennsylvania
$577K -$12.4K -249 -2%
EDRH
753
Edmond de Rothschild Holding
Switzerland
$575K – – –
GIA
754
Gladstone Institutional Advisory
Florida
$575K +$36.2K +728 +7%
TYCC
755
Texas Yale Capital Corp
Florida
$573K – – –
AWE
756
Avidian Wealth Enterprises
Texas
$571K +$571K +11,489 New
CT
757
Colonial Trust
South Carolina
$567K -$3.73K -75 -0.7%
WFS
758
WealthGarden F.S.
California
$564K – – –
MFWP
759
Mosaic Family Wealth Partners
Missouri
$559K – – –
WRPWM
760
Werba Rubin Papier Wealth Management
California
$558K – – –
ACM
761
Andina Capital Management
Utah
$556K -$53.5K -1,077 -9%
AP
762
Appleton Partners
Massachusetts
$556K -$18.7K -376 -3%
WAS
763
Winch Advisory Services
Wisconsin
$556K – – –
SFA
764
Sequoia Financial Advisors
Ohio
$556K +$150K +3,015 +37%
MHS
765
M Holdings Securities
Oregon
$554K – – –
SMWM
766
Silvia McColl Wealth Management
California
$550K – – –
HW
767
Hancock Whitney
Mississippi
$548K – – –
WPA
768
West Paces Advisors
Georgia
$547K – – –
CAI
769
Capital Advisors Inc
Oklahoma
$545K +$15.9K +320 +3%
OWA
770
Outlook Wealth Advisors
Texas
$544K +$544K +10,937 New
BAM
771
Belpointe Asset Management
Nevada
$542K -$36K -724 -6%
SPA
772
Sentinel Pension Advisors
Massachusetts
$540K +$540K +10,865 New
Betterment LLC
773
Betterment LLC
New York
$538K -$44.2K -890 -8%
BWL
774
Bogart Wealth LLC
Virginia
$537K – – –
EWM
775
EPG Wealth Management
Georgia
$537K +$537K +10,795 New
29 30
31
32 33