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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 %
GWP
976
Gateway Wealth Partners
Wisconsin
$249K +$249K +5,015 New
HWA
977
HHM Wealth Advisors
Tennessee
$249K – – –
RMDI
978
R.M. Davis Inc
Maine
$249K +$249K +5,004 New
MWM
979
Merriman Wealth Management
Washington
$249K -$3.98K -80 -2%
PWPS
980
Pinnacle Wealth Planning Services
Ohio
$249K – – –
WBC
981
West Branch Capital
Massachusetts
$249K – – –
SF
982
Summit Financial
New Jersey
$247K +$247K +4,973 New
SL
983
SFM LLC
New Hampshire
$246K – – –
WSWA
984
Warren Street Wealth Advisors
California
$246K -$8.2K -165 -3%
PCA
985
Pallas Capital Advisors
Massachusetts
$245K – – –
PJSIMP
986
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K -$6.71K -135 -3%
CCA
987
Carrera Capital Advisors
Michigan
$242K -$14.1K -283 -5%
IPWA
988
International Private Wealth Advisors
California
$242K -$12.1K -244 -5%
BCM
989
Bourgeon Capital Management
Connecticut
$241K – – –
CAC
990
Certified Advisory Corp
Florida
$240K -$2.29K -46 -0.9%
IIA
991
IPG Investment Advisors
California
$239K +$239K +4,799 New
WHG
992
Westwood Holdings Group
Texas
$238K – – –
SI
993
Saxon Interests
Texas
$237K -$3.78K -76 -2%
OCPWS
994
One Charles Private Wealth Services
Massachusetts
$235K – – –
CWA
995
Centennial Wealth Advisory
Michigan
$234K +$1.94K +39 +0.8%
QWP
996
Quotient Wealth Partners
Texas
$233K +$233K +4,684 New
SAG
997
SageView Advisory Group
California
$232K -$11.1K -224 -5%
HWA
998
Hillcrest Wealth Advisors
New Jersey
$231K – – –
POIA
999
Pin Oak Investment Advisors
Texas
$230K – – –
GPA
1000
Guidance Point Advisors
Massachusetts
$230K – – –
38 39
40
41 42