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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 %
USCWA
851
U.S. Capital Wealth Advisors
Texas
$410K -$11.6K -234 -3%
GDP
852
Great Diamond Partners
Maine
$409K +$3.18K +64 +0.8%
LFG
853
Larson Financial Group
Missouri
$407K -$6.21K -125 -2%
SWM
854
SeaCrest Wealth Management
New York
$401K +$117K +2,363 +41%
ML
855
McAdam LLC
Pennsylvania
$401K -$39.4K -792 -9%
KA
856
Klingman & Associates
New York
$397K +$166K +3,333 +72%
CF
857
Clarity Financial
Texas
$391K -$138K -2,778 -26%
LSIA
858
LaSalle St. Investment Advisors
Illinois
$390K +$119K +2,394 +44%
SEA
859
Stegent Equity Advisors
Texas
$389K -$9.54K -192 -2%
WSFS
860
Wilmington Savings Fund Society
Delaware
$388K +$388K +7,816 New
FFWM
861
Future Financial Wealth Management
Ohio
$388K – – –
HFS
862
Howard Financial Services
Texas
$386K +$10.9K +220 +3%
MPM
863
Meritage Portfolio Management
Kansas
$386K – – –
SWA
864
Strategies Wealth Advisors
Michigan
$385K – – –
AFG
865
Arkansas Financial Group
Arkansas
$382K -$16.8K -339 -4%
KWAG
866
Kiely Wealth Advisory Group
North Carolina
$382K – – –
CWS
867
Cypress Wealth Services
California
$382K +$382K +7,685 New
TC
868
Tacita Capital
Ontario, Canada
$381K – – –
BIA
869
Benchmark Investment Advisors
Illinois
$378K -$29.1K -585 -7%
BWP
870
Balboa Wealth Partners
Arizona
$377K +$24.3K +489 +7%
ACM
871
Advance Capital Management
Michigan
$377K +$6.36K +128 +2%
FCCM
872
First City Capital Management
Georgia
$375K – – –
BAAM
873
Baker Avenue Asset Management
California
$374K +$10.7K +215 +3%
CIA
874
Compass Ion Advisors
Pennsylvania
$373K +$373K +7,515 New
WT
875
Washington Trust
Rhode Island
$373K -$3.58K -72 -0.9%
33 34
35
36 37