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 %
VCM
776
Viewpoint Capital Management
Washington
$533K – – –
SEIA
777
Signature Estate & Investment Advisors
California
$530K +$24.9K +500 +5%
ADL
778
Asset Dedication LLC
California
$530K -$15.1K -304 -3%
TNA
779
True North Advisors
Texas
$529K – – –
TCA
780
Transcend Capital Advisors
New Jersey
$527K +$84.5K +1,698 +19%
BMA
781
Brooks Moore & Associates
Tennessee
$526K – – –
DC
782
Davenport & Co
Virginia
$525K +$5.91K +119 +1%
SFP
783
Shepherd Financial Partners
Massachusetts
$521K +$32.4K +652 +7%
FWM
784
FFT Wealth Management
Pennsylvania
$520K – – –
CL
785
CRCM LP
California
$519K -$40M -804,300 -99%
Fisher Asset Management
786
Fisher Asset Management
Washington
$514K +$230K +4,632 +81%
PAS
787
Park Avenue Securities
New York
$511K +$72.5K +1,459 +17%
NRC
788
New Republic Capital
North Carolina
$510K +$148K +2,974 +41%
TWM
789
Tradition Wealth Management
Minnesota
$509K – – –
IWA
790
Inspirion Wealth Advisors
Illinois
$505K -$1.99K -40 -0.4%
CI
791
CX Institutional
Indiana
$503K +$503K +10,128 New
HCM
792
Hengehold Capital Management
Ohio
$497K – – –
LFAS
793
Level Four Advisory Services
Texas
$496K -$23.4K -452 -5%
GT
794
Greenleaf Trust
Michigan
$494K +$95.6K +1,923 +24%
MCA
795
Magnolia Capital Advisors
Mississippi
$493K -$1.41M -28,418 -74%
SG
796
Sharper & Granite
California
$492K +$47.5K +955 +11%
MG
797
Mather Group
Illinois
$489K -$348K -6,998 -42%
JIP
798
Jaffetilchin Investment Partners
Florida
$488K -$208K -4,180 -30%
CSIC
799
Clifford Swan Investment Counsel
California
$486K – – –
SCA
800
STALEY CAPITAL ADVISERS
Pennsylvania
$483K – – –
30 31
32
33 34