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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$435M
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$688M
4
Bank of America
4
Bank of America
North Carolina
$1.53B
5
CC
5
Cadinha & Co
Hawaii
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
Sowa Financial Group
Rhode Island
$25.2M +$3.94M +79,616 +19%
IA
102
IFP Advisors
Florida
$25.1M +$4.28M +86,542 +21%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.1M – – –
SMDAM
104
Sumitomo Mitsui DS Asset Management
Japan
$24M -$8.77M -177,199 -27%
ZF
105
Zhang Financial
Michigan
$23.5M -$279K -5,638 -1%
MWA
106
Meridian Wealth Advisors
Texas
$23.4M +$2.33M +47,110 +11%
CCA
107
Checchi Capital Advisers
California
$23.3M -$829K -16,741 -3%
BTI
108
Blue Trust Inc
Georgia
$23.3M -$275K -5,547 -1%
KAS
109
Kestra Advisory Services
Texas
$23.2M +$2.24M +45,271 +11%
QC
110
Quent Capital
New York
$22.6M -$266K -5,377 -1%
SI
111
Stephens Inc
Arkansas
$21.3M -$1.01M -20,348 -5%
YCG
112
Yeomans Consulting Group
Georgia
$21.1M -$190K -3,833 -0.9%
IFO
113
Independent Family Office
New York
$20.8M -$322K -6,500 -2%
ST
114
Spinnaker Trust
Maine
$20.7M +$376K +7,590 +2%
CPCM
115
Cardinal Point Capital Management
Ontario, Canada
$20.2M -$2.49M -50,362 -11%
VWM
116
VCI Wealth Management
Missouri
$20.2M +$2.13M +43,046 +12%
CCG
117
Chatham Capital Group
Georgia
$20.1M +$454K +9,175 +2%
AFA
118
AllGen Financial Advisors
Florida
$19.6M -$431K -8,702 -2%
AWS
119
Atria Wealth Solutions
New York
$19.5M +$1.12M +22,634 +6%
TWC
120
TD Waterhouse Canada
Ontario, Canada
$19.5M +$581K +11,745 +3%
WMG
121
WESCAP Management Group
California
$19.3M -$1.17M -23,532 -6%
SC
122
Syon Capital
California
$19M -$1.23M -24,796 -6%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$18.5M +$11.3M +227,240 +156%
BPA
124
Beacon Pointe Advisors
California
$18.5M +$251K +5,071 +1%
BL
125
BFSG LLC
California
$18.3M +$2.92K +59 +0%
3 4
5
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