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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 %
AI
876
Arrien Investments
Idaho
$373K – – –
AIA
877
Arbor Investment Advisors
North Carolina
$371K -$10.7K -216 -3%
5SA
878
5th Street Advisors
Connecticut
$370K +$370K +7,450 New
LWM
879
Lakeridge Wealth Management
Ohio
$366K – – –
LNWWM
880
Laird Norton Wetherby Wealth Management
California
$364K -$10.2K -205 -3%
OFG
881
Orcam Financial Group
California
$361K – – –
CAG
882
Crestwood Advisors Group
Massachusetts
$360K – – –
SG
883
StoneX Group
New York
$360K -$107K -2,157 -23%
FMC
884
First Merchants Corp
Indiana
$359K +$359K +7,230 New
GM
885
GeoWealth Management
Illinois
$358K -$23.3K -469 -6%
AL
886
Aspiriant LLC
California
$357K -$298 -6 -0.1%
PMFA
887
Plante Moran Financial Advisors
Michigan
$355K +$10.9K +219 +3%
KPP
888
Kings Path Partners
Texas
$355K +$355K +7,139 New
PWMAG
889
Pinnacle Wealth Management Advisory Group
New Jersey
$354K – – –
SIA
890
Schechter Investment Advisors
Michigan
$353K – – –
SW
891
Solidarity Wealth
Utah
$352K – – –
JAG
892
Journey Advisory Group
Kentucky
$350K – – –
BI
893
Beckerman Institutional
New Jersey
$348K +$348K +6,996 New
CA
894
Cambridge Advisors
Nebraska
$346K – – –
ITIM
895
Indiana Trust & Investment Management
Indiana
$342K – – –
DW
896
Durante & Waters
New York
$341K – – –
TLCM
897
Twin Lakes Capital Management
California
$339K -$22.2K -447 -6%
HSA
898
HBK Sorce Advisory
Pennsylvania
$338K -$26.1K -525 -7%
SS
899
Sound Stewardship
Kansas
$336K – – –
PIA
900
Panoramic Investment Advisors
Colorado
$335K +$335K +6,748 New
34 35
36
37 38