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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 %
CP
1126
Castleview Partners
Texas
$2.9K -$1.47K -35 -34%
FGAM
1127
Financial Gravity Asset Management
Texas
$2.85K -$10.8K -254 -79%
AIC
1128
Archer Investment Corporation
Indiana
$2.73K -$9.33K -222 -77%
NB
1129
NBT Bank
New York
$2.4K -$504 -12 -17%
AFWM
1130
Abich Financial Wealth Management
Virginia
$2.31K – – –
SVCP
1131
Silicon Valley Capital Partners
California
$1.39K – – –
WAG
1132
Wiser Advisor Group
Arizona
$1.13K – – –
RCM
1133
Rain Capital Management
Oregon
$1.05K – – –
TFA
1134
Transamerica Financial Advisors
Florida
$1K -$53 -1 -5%
JWM
1135
Janiczek Wealth Management
Colorado
$925 – – –
WPWM
1136
Western Pacific Wealth Management
Illinois
$714 +$714 +17 New
RCM
1137
Raleigh Capital Management
North Carolina
$336 +$336 +8 New
EBA
1138
Eagle Bay Advisors
New York
$294 – – –
GWSG
1139
GPS Wealth Strategies Group
Colorado
$252 – – –
DJSG
1140
D.J. St. Germain
Massachusetts
$42 – – –
UBS Group
1141
UBS Group
Switzerland
– -$322M -8,258,567 Closed
Pictet Asset Management
1142
Pictet Asset Management
Switzerland
– -$64M -1,638,530 Closed
BBVA
1143
Banco Bilbao Vizcaya Argentaria
Spain
– -$11M -282,169 Closed
Wellington Management Group
1144
Wellington Management Group
Massachusetts
– -$10.6M -271,400 Closed
New York State Common Retirement Fund
1145
New York State Common Retirement Fund
New York
– -$10.6M -271,400 Closed
CFG
1146
Citizens Financial Group
Rhode Island
– -$10.4M -267,379 Closed
MWM
1147
MinichMacGregor Wealth Management
New York
– -$7.76M -198,760 Closed
IMC Chicago
1148
IMC Chicago
Illinois
– -$3.59M -92,014 Closed
OS
1149
Objectivity Squared
South Carolina
– -$3.36M -86,031 Closed
FTUS
1150
Flow Traders U.S.
New York
– -$2.97M -76,074 Closed
44 45
46
47 48