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iShares Gold Trust
IAU

Overview Fund Activity

1,395 hedge funds and large institutions have $18.4B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 495 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,395
Holders Change
+177
Holders Change %
+14.53%
% of All Funds
18.58%
Holding in Top 10
124
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.15%
% of All Funds
1.65%
New
253
Increased
495
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$534M
2
LPL Financial
LPL Financial
California
$427M
3
Morgan Stanley
Morgan Stanley
New York
$1.16B
4
Truist Financial
Truist Financial
North Carolina
$206M
5
Wells Fargo
Wells Fargo
California
$608M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$435M
2
QC
Quadrature Capital
United Kingdom
$0
3
Empower Advisory Group
Empower Advisory Group
Colorado
$688M
4
Bank of America
Bank of America
North Carolina
$1.53B
5
CC
Cadinha & Co
Hawaii
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
1176
Good Life Advisors
Pennsylvania
$206K -$228K -4,612 -53%
IPWA
1177
International Private Wealth Advisors
California
$206K -$35K -706 -15%
ACI
1178
Alpha Cubed Investments
California
$206K – – –
Parallax Volatility Advisers
1179
Parallax Volatility Advisers
California
$205K +$205K +4,150 New
TFA
1180
Teamwork Financial Advisors
Texas
$205K +$149 +3 +0.1%
I2I
1181
Insight 2811 Inc
Illinois
$205K -$23.5K -475 -10%
SSW
1182
Stone Summit Wealth
Florida
$205K – – –
FWMP
1183
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$205K +$205K +4,137 New
NGA
1184
Naples Global Advisors
Florida
$205K – – –
IIA
1185
IPG Investment Advisors
California
$204K -$33.4K -675 -14%
CIR
1186
Clear Investment Research
Georgia
$204K +$3.76K +76 +2%
IA
1187
Integrity Alliance
Iowa
$203K +$203K +4,110 New
VDI
1188
Vaughan David Investments
Illinois
$203K – – –
QFA
1189
Quattro Financial Advisors
Texas
$203K +$203K +3,899 New
TCM
1190
Telos Capital Management
California
$203K -$23.2K -468 -10%
Lazard Asset Management
1191
Lazard Asset Management
New York
$202K – – –
CIAS
1192
CFS Investment Advisory Services
New Jersey
$202K +$202K +4,070 New
SI
1193
Saxon Interests
Texas
$201K -$34.9K -704 -15%
GK
1194
Graney & King
New York
$199K +$199K +4,015 New
CA
1195
Continuum Advisory
Idaho
$197K +$2.87K +58 +1%
OP
1196
ORG Partners
Indiana
$195K +$346 +7 +0.2%
RFA
1197
Reyes Financial Architecture
California
$194K +$194K +3,927 New
GSWM
1198
Golden State Wealth Management
California
$194K +$194K +3,926 New
JWA
1199
JFS Wealth Advisors
Pennsylvania
$191K – – –
First Eagle Investment Management
1200
First Eagle Investment Management
New York
$189K +$22.1K +448 +13%
46 47
48
49 50