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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 %
WG
1151
Winton Group
United Kingdom
– -$2.27M -58,250 Closed
ARC
1152
Advisor Resource Council
Texas
– -$1.79M -45,934 Closed
CG
1153
Cutler Group
California
– -$1.66M -42,572 Closed
ASFA
1154
All Season Financial Advisors
Colorado
– -$1.66M -42,420 Closed
Susquehanna International Group
1155
Susquehanna International Group
Pennsylvania
– -$1.63M -41,672 Closed
VA
1156
Vident Advisory
Georgia
– -$1.03M -26,263 Closed
ARIS
1157
Advanced Research Investment Solutions
California
– -$992K -25,405 Closed
ACA
1158
Atlas Capital Advisors
Wyoming
– -$976K -25,000 Closed
CCM
1159
Coldstream Capital Management
Washington
– -$895K -22,938 Closed
AWM
1160
Aprio Wealth Management
Georgia
– -$859K -22,003 Closed
AC
1161
AlphaCore Capital
California
– -$728K -18,654 Closed
MWA
1162
Muirfield Wealth Advisors
North Carolina
– -$717K -18,383 Closed
AF
1163
Apexium Financial
Texas
– -$673K -17,246 Closed
MCM
1164
Mill Capital Management
North Carolina
– -$634K -16,250 Closed
GBWM
1165
Granite Bay Wealth Management
New Hampshire
– -$568K -15,183 Closed
TNA
1166
True North Advisors
Texas
– -$586K -15,009 Closed
BRIA
1167
Balanced Rock Investment Advisors
Massachusetts
– -$527K -13,491 Closed
WIA
1168
World Investment Advisors
California
– -$513K -13,145 Closed
HF
1169
HRT Financial
New York
– -$440K -11,277 Closed
TFA
1170
Teamwork Financial Advisors
Texas
– -$412K -10,550 Closed
AT
1171
American Trust
Kentucky
– -$341K -8,730 Closed
LCM
1172
Lazari Capital Management
California
– -$321K -8,227 Closed
CW
1173
Connectus Wealth
Ohio
– -$317K -8,121 Closed
EWA
1174
Evolution Wealth Advisors
Florida
– -$315K -8,075 Closed
NRC
1175
New Republic Capital
North Carolina
– -$284K -7,271 Closed
45 46
47
48 49