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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 %
CW
1026
Code Waechter
Florida
$211K +$211K +4,250 New
OWP
1027
Obermeyer Wealth Partners
Colorado
$210K +$210K +4,232 New
SIG
1028
Spinnaker Investment Group
California
$210K +$210K +4,224 New
PCM
1029
Parsons Capital Management
Rhode Island
$209K +$209K +4,204 New
EWA
1030
Evolution Wealth Advisors
Florida
$208K +$208K +4,190 New
RWIA
1031
Roger Wittlin Investment Advisory
California
$208K +$208K +4,178 New
ACI
1032
Alpha Cubed Investments
California
$207K -$71.9K -1,446 -26%
HCA
1033
Harbour Capital Advisors
Virginia
$206K +$206K +4,184 New
TFA
1034
Teamwork Financial Advisors
Texas
$206K -$47.1K -948 -19%
SSW
1035
Stone Summit Wealth
Florida
$206K +$206K +4,142 New
BFA
1036
Beacon Financial Advisory
Ohio
$206K +$206K +4,141 New
NGA
1037
Naples Global Advisors
Florida
$206K +$206K +4,136 New
VDI
1038
Vaughan David Investments
Illinois
$204K +$204K +4,100 New
ATC
1039
Advantage Trust Company
Kansas
$204K – – –
WWM
1040
Wiser Wealth Management
Georgia
$203K +$203K +4,080 New
TA
1041
TruWealth Advisors
Louisiana
$202K +$202K +4,067 New
Lazard Asset Management
1042
Lazard Asset Management
New York
$202K -$865K -17,484 -81%
CIR
1043
Clear Investment Research
Georgia
$201K -$20.3K -408 -9%
WAM
1044
Walker Asset Management
Missouri
$200K +$200K +4,034 New
CFS
1045
CRA Financial Services
New Jersey
$200K +$200K +4,025 New
SSB
1046
Sandy Spring Bank
Maryland
$197K +$36.9K +743 +23%
OP
1047
ORG Partners
Indiana
$196K -$9.29K -187 -5%
JWA
1048
JFS Wealth Advisors
Pennsylvania
$192K +$74.9K +1,507 +64%
CA
1049
Continuum Advisory
Idaho
$190K +$38.6K +797 +26%
PFBT
1050
Parkside Financial Bank & Trust
Missouri
$186K +$22.2K +447 +14%
40 41
42
43 44