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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 %
I2I
1001
Insight 2811 Inc
Illinois
$230K – – –
GC
1002
Gould Capital
Washington
$229K -$4.62K -93 -2%
BPWM
1003
Badgley Phelps Wealth Managers
Washington
$229K +$229K +4,606 New
SA
1004
SpiderRock Advisors
Delaware
$227K -$52.1K -1,048 -19%
PIAS
1005
PCA Investment Advisory Services
Ohio
$227K +$227K +4,562 New
TCM
1006
Telos Capital Management
California
$227K +$227K +4,559 New
PA
1007
Procyon Advisors
Connecticut
$226K +$226K +4,552 New
CSPIA
1008
Cary Street Partners Investment Advisory
Virginia
$226K -$2.54K -51 -1%
UW
1009
Unique Wealth
Florida
$226K +$226K +4,541 New
CA
1010
CGN Advisors
Kansas
$225K -$27.8K -560 -11%
CD
1011
Chapin Davis
Maryland
$225K +$225K +4,525 New
CWC
1012
Carolinas Wealth Consulting
North Carolina
$224K +$49.7K +1,000 +29%
BCV
1013
Banque Cantonale Vaudoise
Switzerland
$223K -$35.8K -720 -14%
VW
1014
Vance Wealth
California
$223K +$223K +4,480 New
FC
1015
FCA Corp
Texas
$223K -$32.4K -652 -13%
HIP
1016
HUB Investment Partners
Texas
$222K -$4.52K -91 -2%
VFIC
1017
Valley Forge Investment Consultants
Pennsylvania
$221K +$221K +4,448 New
FMTC
1018
Farmers & Merchants Trust Company
California
$220K +$220K +4,428 New
WJA
1019
Willis Johnson & Associates
Texas
$219K +$219K +4,407 New
FWP
1020
Firethorn Wealth Partners
Georgia
$218K +$218K +4,388 New
ISWM
1021
Independent Solutions Wealth Management
New York
$216K +$216K +4,352 New
PCM
1022
Presidio Capital Management
California
$216K -$38.9K -782 -15%
ATI
1023
ARK & TLK Investments
Oklahoma
$215K +$215K +4,335 New
AUB
1024
Atlantic Union Bankshares
Virginia
$215K +$215K +4,329 New
TC
1025
Trilogy Capital
California
$214K +$214K +4,314 New
39 40
41
42 43