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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 %
TSWM
826
Tyler-Stone Wealth Management
Ohio
$448K +$224K +4,504 +100%
BOPW
827
Brandywine Oak Private Wealth
Pennsylvania
$447K – – –
EWM
828
Endowment Wealth Management
Wisconsin
$447K +$2.78K +56 +0.6%
MBI
829
May Barnhard Investments
Maryland
$445K – – –
WCA
830
Waypoint Capital Advisors
Minnesota
$443K – – –
HKAM
831
Horizon Kinetics Asset Management
New York
$437K -$1.09K -22 -0.2%
GLA
832
Good Life Advisors
Pennsylvania
$436K +$436K +8,776 New
MGIA
833
Moneta Group Investment Advisors
Missouri
$435K +$90K +1,810 +26%
DCM
834
DGS Capital Management
New Jersey
$433K -$5.07K -102 -1%
ACM
835
Ashford Capital Management
Delaware
$433K +$22.2K +447 +5%
RWA
836
Redhawk Wealth Advisors
Minnesota
$432K -$8.1K -163 -2%
KF
837
KKM Financial
Illinois
$432K -$219K -4,407 -34%
FHB
838
First Hawaiian Bank
Hawaii
$429K – – –
LBC
839
Lowe Brockenbrough & Co
Virginia
$423K – – –
FFB
840
First Financial Bankshares
Texas
$422K -$28.9K -581 -6%
CAG
841
Csenge Advisory Group
Florida
$421K -$52.1K -1,038 -11%
FPB
842
First PREMIER Bank
South Dakota
$419K – – –
QPWM
843
Quadrant Private Wealth Management
Pennsylvania
$418K +$10.6K +214 +3%
BCMLT
844
Beacon Capital Management LLC (Tennessee)
Tennessee
$417K – – –
IIA
845
Integral Investment Advisors
California
$417K – – –
TPW
846
Talon Private Wealth
Florida
$414K +$414K +8,332 New
MAWAG
847
Mid-American Wealth Advisory Group
Missouri
$414K -$81.5K -1,639 -16%
RWP
848
Reliant Wealth Planning
Kentucky
$413K +$413K +8,317 New
ESB
849
Essex Savings Bank
Connecticut
$413K – – –
CCFCSB
850
Cape Cod Five Cents Savings Bank
Massachusetts
$411K -$9.49K -191 -2%
32 33
34
35 36