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iShares Gold Trust
IAU

Overview Fund Activity

1,395 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,395
Holders Change
+177
Holders Change %
+14.53%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
253
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$534M
2
LPL Financial
2
LPL Financial
California
$427M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.16B
4
Truist Financial
4
Truist Financial
North Carolina
$206M
5
Wells Fargo
5
Wells Fargo
California
$608M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$435M
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$688M
4
Bank of America
4
Bank of America
North Carolina
$1.53B
5
CC
5
Cadinha & Co
Hawaii
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$35.5M +$2.39M +48,343 +7%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$34.8M -$113K -2,283 -0.3%
MSL
78
Mackay Shields LLC
New York
$34.2M -$11.9M -239,500 -26%
EWA
79
EverSource Wealth Advisors
Alabama
$34M +$1.45M +29,300 +4%
PAS
80
Park Avenue Securities
New York
$33.8M +$33.3M +672,568 +6,539%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$33.8M -$959K -19,374 -3%
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$33.7M +$438K +8,837 +1%
NCM
83
Narwhal Capital Management
Georgia
$33.7M -$34.2K -690 -0.1%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$32.2M -$372K -7,509 -1%
AHC
85
Anderson Hoagland & Co
Missouri
$32.2M +$2.83M +55,460 +10%
EWM
86
Evercore Wealth Management
New York
$32.1M -$236K -4,762 -0.7%
CSIA
87
Carl Stuart Investment Advisor
Texas
$30.6M -$237K -4,797 -0.8%
FIA
88
Foundations Investment Advisors
Arizona
$29.6M +$2.66M +53,711 +10%
SPIA
89
Strategic Point Investment Advisors
Rhode Island
$27M +$87.8K +1,773 +0.3%
WFI
90
West Family Investments
California
$26.5M +$92.3K +1,865 +0.3%
ECG
91
EPIQ Capital Group
California
$26.3M +$1.45M +29,211 +6%
EH
92
Equitable Holdings
New York
$26.2M +$2.7M +54,505 +11%
AssetMark Inc
93
AssetMark Inc
California
$26.1M +$2.13M +43,079 +9%
CA
94
Cambridge Associates
Massachusetts
$25.8M -$3.3M -66,559 -11%
VM
95
VPR Management
Texas
$25.8M -$495K -10,000 -2%
FCM
96
Fourpath Capital Management
Oklahoma
$25.8M +$1.06M +21,394 +4%
MCM
97
MAI Capital Management
Ohio
$25.7M +$25.7M +518,559 New
SIA
98
SkyView Investment Advisors
New Jersey
$25.5M +$1.05M +21,159 +4%
NA
99
NewEdge Advisors
Louisiana
$25.4M +$15.9M +320,532 +166%
MSWM
100
Mader & Shannon Wealth Management
Missouri
$25.3M -$824K -16,639 -3%
2 3
4
5 6