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iShares Gold Trust

1,225 hedge funds and large institutions have $17.7B invested in iShares Gold Trust in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 405 increasing their positions, 412 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 47

15% more funds holding in top 10

Funds holding in top 10: 118136 (+18)

7% more capital invested

Capital invested by funds: $16.5B → $17.7B (+$1.16B)

5% more funds holding

Funds holding: 1,1701,225 (+55)

2% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 412

2.02% less ownership

Funds ownership: 58.24%56.23% (-2%)

76% less call options, than puts

Call options by funds: $271M | Put options by funds: $1.15B

Holders
1,225
Holders Change
+55
Holders Change %
+4.7%
% of All Funds
17.59%
Holding in Top 10
136
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.25%
% of All Funds
1.95%
New
115
Increased
405
Reduced
412
Closed
47
Calls
$271M
Puts
$1.15B
Net Calls
-$876M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
101
Twin Tree Management
Texas
$24.4M +$711K +15,184 +3%
CCA
102
Checchi Capital Advisers
California
$24.3M -$272K -5,812 -1%
OIA
103
OneDigital Investment Advisors
Kansas
$24.2M -$60.9K -1,301 -0.3%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.2M +$1.5M +32,000 +7%
AssetMark Inc
105
AssetMark Inc
California
$24M +$2.2M +46,982 +11%
ZF
106
Zhang Financial
Michigan
$23.9M -$569K -12,149 -2%
EH
107
Equitable Holdings
New York
$23.6M +$432K +9,237 +2%
KWM
108
Kingsview Wealth Management
Oregon
$23.4M +$7.14M +152,446 +48%
QC
109
Quent Capital
New York
$22.9M -$1.43M -30,594 -6%
CPCM
110
Cardinal Point Capital Management
Ontario, Canada
$22.8M +$189K +4,028 +0.9%
SI
111
Stephens Inc
Arkansas
$22.4M -$668K -14,271 -3%
YCG
112
Yeomans Consulting Group
Georgia
$21.3M +$8.28M +176,888 +70%
SFG
113
Sowa Financial Group
Rhode Island
$21.3M -$1.07M -22,770 -5%
MWA
114
Meridian Wealth Advisors
Texas
$21.2M +$1.14M +24,447 +6%
IFO
115
Independent Family Office
New York
$21.2M +$788K +16,827 +4%
KAS
116
Kestra Advisory Services
Texas
$21.1M -$1.04M -22,148 -5%
BTI
117
Blue Trust Inc
Georgia
$20.9M -$916K -19,579 -4%
IA
118
IFP Advisors
Florida
$20.9M +$977K +20,865 +5%
WMG
119
WESCAP Management Group
California
$20.6M -$1.61M -34,362 -8%
ST
120
Spinnaker Trust
Maine
$20.4M +$456K +9,747 +2%
SC
121
Syon Capital
California
$20.3M -$715K -15,280 -4%
AFA
122
AllGen Financial Advisors
Florida
$20.1M +$304K +6,504 +2%
CCG
123
Chatham Capital Group
Georgia
$19.8M -$70.2K -1,500 -0.4%
QIM
124
Quest Investment Management
Oregon
$19.7M +$24.6K +526 +0.1%
JF
125
JSF Financial
California
$19.5M -$536K -11,457 -3%

IAU Hedge Fund Activity: Q3 2024 in Review

1,225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2024, worth a combined $17.7B — up 7% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IAU positions and 47 closed out — a net gain of 68 holders — while 405 added to existing stakes and 412 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $90.2M. The largest seller was Charles Schwab, cutting an estimated $934M.

  • 1,225 institutional investors held iShares Gold Trust (IAU) as of Q3 2024, up from 1,170 in Q2 2024.
  • Funds reported $17.7B of iShares Gold Trust stock for Q3 2024, up 7% quarter-over-quarter.
  • 115 funds opened new iShares Gold Trust positions in Q3 2024 and 47 closed out, a net change of +68 holders.
  • The largest iShares Gold Trust buyer in Q3 2024 was Quadrature Capital, an estimated $90.2M added.
  • The largest iShares Gold Trust seller in Q3 2024 was Charles Schwab, an estimated $934M sold.

Based on aggregated 13F filings for Q3 2024.