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iShares Gold Trust
IAU

Overview Fund Activity

1,138 hedge funds and large institutions have $15.7B invested in iShares Gold Trust in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 343 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
16.5%
Holding in Top 10
111
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.78%
% of All Funds
1.61%
New
89
Increased
343
Reduced
465
Closed
73
Calls
$269M
Puts
$754M
Net Calls
-$485M
Net Calls Change
-$230M

Top Buyers

1
WI
WealthNavi Inc
Japan
$221M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.2M
4
Goldman Sachs
Goldman Sachs
New York
$32.9M
5
Comerica Bank
Comerica Bank
Texas
$23.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$921M
2
UBS Group
UBS Group
Switzerland
$0
3
Charles Schwab
Charles Schwab
California
$433K
4
MB
Mizuho Bank
Japan
$252M
5
Jane Street
Jane Street
New York
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Evercore Wealth Management
New York
$28.4M -$388K -9,240 -1%
SMDAM
77
Sumitomo Mitsui DS Asset Management
Japan
$27.3M +$6.14M +146,104 +29%
Deutsche Bank
78
Deutsche Bank
Germany
$26.6M +$58.8K +1,400 +0.2%
SPIA
79
Strategic Point Investment Advisors
Rhode Island
$26.5M +$153K +3,647 +0.6%
CSIA
80
Carl Stuart Investment Advisor
Texas
$26.3M +$561K +13,344 +2%
WFI
81
West Family Investments
California
$26.3M – – –
CC
82
Cadinha & Co
Hawaii
$26M -$430K -10,236 -2%
VM
83
VPR Management
Texas
$25.6M – – –
DWM
84
Dynasty Wealth Management
Florida
$24M +$24M +572,441 New
Comerica Bank
85
Comerica Bank
Texas
$23.8M +$12.9M +306,614 +118%
TFCP
86
Twin Focus Capital Partners
Massachusetts
$23.6M +$121K +2,870 +0.5%
MSWM
87
Mader & Shannon Wealth Management
Missouri
$23.3M -$1.23M -29,372 -5%
KWM
88
Kaydan Wealth Management
Michigan
$23.3M +$7.14M +170,045 +44%
ECG
89
EPIQ Capital Group
California
$22.6M +$187K +4,445 +0.8%
MML Investors Services
90
MML Investors Services
Massachusetts
$22.6M -$11.4M -271,631 -34%
TIAA Trust, National Association
91
TIAA Trust, National Association
North Carolina
$22.5M +$4.56M +108,561 +25%
TWC
92
TD Waterhouse Canada
Ontario, Canada
$22.5M -$633K -11,584 -3%
GCM
93
Gladius Capital Management
Illinois
$22.4M -$9.22M -219,371 -29%
SI
94
Stephens Inc
Arkansas
$22.1M -$1.34M -31,855 -6%
CCA
95
Checchi Capital Advisers
California
$21.5M +$2.81M +66,928 +15%
ZF
96
Zhang Financial
Michigan
$21.3M -$6.17M -146,932 -22%
QC
97
Quent Capital
New York
$20.9M +$484K +11,525 +2%
FIA
98
Foundations Investment Advisors
Arizona
$20.8M +$964K +22,950 +5%
BTI
99
Blue Trust Inc
Georgia
$20.5M -$6.53M -155,401 -24%
OIA
100
OneDigital Investment Advisors
Kansas
$20.3M -$48.9K -1,164 -0.2%
2 3
4
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