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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 %
SL
801
SWMG LLC
Texas
$483K +$483K +9,940 New
PIA
802
Perennial Investment Advisors
California
$481K – – –
SIMG
803
Sonora Investment Management Group
Arizona
$479K +$106K +2,127 +28%
KA
804
Kovack Advisors
Florida
$479K -$396K -7,976 -45%
WA
805
Waverly Advisors
Alabama
$478K +$1.19K +24 +0.3%
Renaissance Technologies
806
Renaissance Technologies
New York
$477K +$477K +9,600 New
BDF
807
Black Diamond Financial
Maryland
$476K – – –
PP
808
Patten & Patten
Tennessee
$474K +$26.4K +532 +6%
CIA
809
Choate Investment Advisors
Massachusetts
$473K – – –
WN
810
Williams & Novak
California
$472K -$646 -13 -0.1%
CA
811
CoreCap Advisors
Michigan
$471K +$471K +9,484 New
CWM
812
Centurion Wealth Management
Virginia
$468K +$468K +9,425 New
BW
813
Bison Wealth
Georgia
$467K -$165K -3,311 -26%
PGFC
814
Peapack-Gladstone Financial Corp
New Jersey
$466K +$2.49K +50 +0.5%
CRC
815
Catawba River Capital
South Carolina
$465K – – –
MWM
816
Mission Wealth Management
California
$464K -$14.6K -294 -3%
SHWM
817
Smith & Howard Wealth Management
Georgia
$461K – – –
BCP
818
Berkeley Capital Partners
Georgia
$460K +$12.8K +258 +3%
FTC
819
Farmers Trust Company
Ohio
$460K +$69.6K +1,400 +18%
CPA
820
Capital Planning Advisors
California
$459K -$14K -282 -3%
CC
821
Callan Capital
California
$457K -$902K -18,143 -66%
WDC
822
Woodward Diversified Capital
California
$457K -$24.9K -500 -5%
CAL
823
Capital Analysts LLC
Pennsylvania
$454K +$115K +2,312 +34%
PA
824
Pinnacle Associates
New York
$453K +$31.8K +814 +8%
GFPC
825
Global Financial Private Client
Florida
$448K +$402K +8,080 +865%
31 32
33
34 35