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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 %
CCG
951
Catalina Capital Group
California
$276K – – –
KC
952
Kingfisher Capital
North Carolina
$275K – – –
SWP
953
Summit Wealth Partners
Florida
$274K – – –
PFA
954
Pettinga Financial Advisors
Indiana
$273K -$28.6K -575 -9%
VWA
955
Visionary Wealth Advisors
Illinois
$273K +$273K +5,499 New
SMH
956
Sanders Morris Harris
Texas
$273K – – –
APA
957
Astoria Portfolio Advisors
New York
$269K -$6.72K -134 -2%
KP
958
Keel Point
Alabama
$269K +$269K +5,418 New
BCM
959
BluePointe Capital Management
California
$265K – – –
PSC
960
Prentiss Smith & Co
Vermont
$265K -$4.27K -86 -2%
MCC
961
Money Concepts Capital
Florida
$263K -$59K -1,188 -18%
MHR
962
Matthew Hamilton Rosenberg
$261K – – –
SBIA
963
Sheaff Brock Investment Advisors
Indiana
$261K +$261K +5,250 New
FFO
964
Fiduciary Family Office
Florida
$261K – – –
FFA
965
Founders Financial Alliance
North Carolina
$261K -$36.8K -740 -12%
HIA
966
Harbor Investment Advisory
Maryland
$261K – – –
MWA
967
Monograph Wealth Advisors
California
$260K – – –
GGS
968
Galvin Gaustad & Stein
Arizona
$258K – – –
IAG
969
Investment Advisory Group
Massachusetts
$258K – – –
EFP
970
Envision Financial Planning
Tennessee
$258K – – –
WAM
971
Worth Asset Management
Texas
$258K +$258K +5,182 New
MFC
972
Mechanics Financial Corp
Ohio
$253K -$16.3K -327 -6%
GCA
973
Guardian Capital Advisors
Ontario, Canada
$251K – – –
FFO
974
Fortitude Family Office
Arizona
$250K +$51.6K +1,039 +26%
LSC
975
Lesa Sroufe & Co
Washington
$250K – – –
37 38
39
40 41