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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
1
Quadrature Capital
United Kingdom
$95.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$557M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$33.1M
4
BAM
4
Brave Asset Management
New Jersey
$26.2M
5
PIM
5
Parker Investment Management
California
$26M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$3.92M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$35.1M
3
Jane Street
3
Jane Street
New York
$8.64M
4
CL
4
CRCM LP
California
$519K
5
Bank of America
5
Bank of America
North Carolina
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
1201
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.21K – – –
BCA
1202
Bray Capital Advisors
Florida
$6.21K – – –
BFS
1203
Bare Financial Services
Pennsylvania
$6.16K – – –
VNA
1204
Valley National Advisers
Pennsylvania
$5K -$9.71K -204 -66%
IAIM
1205
International Assets Investment Management
Florida
$4.71K +$4.61K +229,303 +4,844%
RI
1206
Ridgewood Investments
New Jersey
$4.52K – – –
CAM
1207
Clarity Asset Management
Iowa
$4.31K +$4.31K +87 New
HBW
1208
Hazlett, Burt & Watson
West Virginia
$4K – – –
TCM
1209
TD Capital Management
Tennessee
$3.98K – – –
PPA
1210
Painted Porch Advisors
California
$2.19K +$199 +4 +10%
SVCP
1211
Silicon Valley Capital Partners
California
$1.64K – – –
PGAM
1212
Princeton Global Asset Management
New Jersey
$1.59K -$795 -16 -33%
WAG
1213
Wiser Advisor Group
Arizona
$1.34K – – –
TFA
1214
Transamerica Financial Advisors
Florida
$1K -$583 -7 -37%
RCM
1215
Raleigh Capital Management
North Carolina
$398 – – –
NIC
1216
Northwest Investment Counselors
Oregon
$348 +$348 +7 New
GWSG
1217
GPS Wealth Strategies Group
Colorado
$298 – – –
WOC
1218
West Oak Capital
California
$103 – – –
DJSG
1219
D.J. St. Germain
Massachusetts
$50 – – –
EPM
1220
Elm Partners Management
Pennsylvania
– -$14.6M -332,211 Closed
BA
1221
Bellwether Advisors
Nebraska
– -$13.6M -310,470 Closed
SAM
1222
Strategy Asset Managers
California
– -$1.39M -38,125 Closed
EFS
1223
Econ Financial Services
Pennsylvania
– -$1.51M -34,308 Closed
FTUS
1224
Flow Traders U.S.
New York
– -$1.47M -33,461 Closed
BPC
1225
Banque Pictet & Cie
Switzerland
– -$1.42M -32,400 Closed
47 48
49
50 51