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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 %
CCA
101
Checchi Capital Advisers
California
$24.3M -$289K -5,812 -1%
OIA
102
OneDigital Investment Advisors
Kansas
$24.2M -$64.7K -1,301 -0.3%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.2M +$1.59M +32,000 +7%
AssetMark Inc
104
AssetMark Inc
California
$24M +$2.34M +46,982 +11%
ZF
105
Zhang Financial
Michigan
$23.9M -$604K -12,149 -2%
EH
106
Equitable Holdings
New York
$23.6M +$459K +9,237 +2%
KWM
107
Kingsview Wealth Management
Oregon
$23.4M +$7.58M +152,446 +48%
QC
108
Quent Capital
New York
$22.9M -$1.52M -30,594 -6%
CPCM
109
Cardinal Point Capital Management
Ontario, Canada
$22.8M +$200K +4,028 +0.9%
SI
110
Stephens Inc
Arkansas
$22.4M -$709K -14,271 -3%
YCG
111
Yeomans Consulting Group
Georgia
$21.3M +$8.79M +176,888 +70%
SFG
112
Sowa Financial Group
Rhode Island
$21.3M -$1.13M -22,770 -5%
MWA
113
Meridian Wealth Advisors
Texas
$21.2M +$1.22M +24,447 +6%
IFO
114
Independent Family Office
New York
$21.2M +$836K +16,827 +4%
KAS
115
Kestra Advisory Services
Texas
$21.1M -$1.1M -22,148 -5%
BTI
116
Blue Trust Inc
Georgia
$20.9M -$860K -19,579 -4%
IA
117
IFP Advisors
Florida
$20.9M +$1.04M +20,865 +5%
WMG
118
WESCAP Management Group
California
$20.6M -$1.71M -34,362 -8%
ST
119
Spinnaker Trust
Maine
$20.4M +$484K +9,747 +2%
SC
120
Syon Capital
California
$20.3M -$759K -15,280 -4%
AFA
121
AllGen Financial Advisors
Florida
$20.1M +$323K +6,504 +2%
CCG
122
Chatham Capital Group
Georgia
$19.8M -$74.6K -1,500 -0.4%
QIM
123
Quest Investment Management
Oregon
$19.7M +$26.1K +526 +0.1%
JF
124
JSF Financial
California
$19.5M -$569K -11,457 -3%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$19.1M +$81.4K +1,625 +0.4%
3 4
5
6 7