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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 %
3AM
926
3EDGE Asset Management
Florida
$301K -$11K -221 -4%
SGI
927
Summit Global Investments
Utah
$300K -$99 -2 -0%
NW
928
NewEdge Wealth
Pennsylvania
$300K -$497 -10 -0.2%
FWMM
929
Foundation Wealth Management (Missouri)
Missouri
$298K – – –
TW
930
Transform Wealth
Colorado
$291K -$25.3K -509 -8%
HCM
931
Hollencrest Capital Management
California
$291K – – –
CWA
932
Continuum Wealth Advisors
New York
$288K – – –
CKAIS
933
Christensen King & Associates Investment Services
Washington
$288K -$14.9K -300 -5%
NRG
934
Nemes Rush Group
Michigan
$288K – – –
CIS
935
Custom Index Systems
New York
$288K -$218K -4,390 -43%
BBPWM
936
Blue Bell Private Wealth Management
Pennsylvania
$287K – – –
CCWM
937
Cassaday & Co Wealth Management
Virginia
$284K +$284K +5,716 New
KSWA
938
Kathleen S. Wright Associates
Pennsylvania
$284K – – –
XF
939
XML Financial
Maryland
$283K -$33.3K -670 -11%
FDCDDQ
940
Federation des caisses Desjardins du Quebec
Quebec, Canada
$283K -$21.2K -427 -7%
MAWA
941
Moss Adams Wealth Advisors
Washington
$282K +$282K +5,677 New
BCP
942
Blue Chip Partners
Michigan
$282K – – –
O3W
943
Omni 360 Wealth
New Jersey
$280K +$13.4K +270 +5%
WAS
944
WESPAC Advisors SoCal
California
$280K +$280K +5,628 New
FAB
945
First American Bank
Illinois
$280K -$99.8K -2,009 -26%
FFS
946
Founders Financial Securities
Maryland
$279K -$22K -442 -7%
BWA
947
BlueChip Wealth Advisors
Georgia
$278K – – –
FHC
948
First Heartland Consultants
Missouri
$278K -$119K -2,400 -30%
MWP
949
Madison Wealth Partners
Wisconsin
$278K +$278K +5,593 New
EAM
950
Empirical Asset Management
Massachusetts
$277K +$2.93K +59 +1%
36 37
38
39 40