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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 %
TAM
901
TCP Asset Management
Ohio
$332K +$9.69K +195 +3%
KWM
902
Koa Wealth Management
California
$331K -$9.94K -200 -3%
WC
903
Wynn Capital
Georgia
$330K – – –
DIM
904
DLK Investment Management
California
$330K – – –
SCA
905
Sandy Cove Advisors
Massachusetts
$325K +$19.9K +400 +7%
FWI
906
Facet Wealth Inc
Maryland
$324K -$151K -2,919 -32%
DT
907
Diversified Trust
Tennessee
$323K +$47.9K +963 +17%
PIM
908
Pullen Investment Management
Florida
$323K – – –
BEAM
909
Baker Ellis Asset Management
Washington
$323K – – –
FNBSF
910
First National Bank Sioux Falls
South Dakota
$323K – – –
VanEck Associates
911
VanEck Associates
New York
$321K – – –
SHGA
912
Sand Hill Global Advisors
California
$321K – – –
LWM
913
Liberty Wealth Management
California
$320K -$5.11K -103 -2%
WIC
914
Woodmont Investment Counsel
Tennessee
$320K -$47.9K -963 -13%
MCM
915
Manchester Capital Management
Vermont
$319K – – –
SFWA
916
Summit Financial Wealth Advisors
Louisiana
$316K – – –
VCP
917
Verus Capital Partners
Arizona
$315K +$25.8K +520 +9%
WCM
918
Wealthcare Capital Management
Virginia
$307K +$7.36K +148 +2%
CNWM
919
Clay Northam Wealth Management
California
$306K +$696 +14 +0.2%
CFGS
920
Concourse Financial Group Securities
Alabama
$304K +$4.52K +91 +2%
JC
921
JB Capital
Connecticut
$303K -$1.19K -24 -0.4%
FSA
922
Franklin Street Advisors
North Carolina
$303K – – –
SFG
923
Sovereign Financial Group
Connecticut
$302K -$3.43K -69 -1%
AWM
924
Aries Wealth Management
Maine
$302K – – –
NS
925
NBC Securities
Alabama
$302K +$31.2K +629 +12%
35 36
37
38 39