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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 %
FP
1226
Financial Perspectives
Minnesota
$136K – – –
FPF
1227
First Pacific Financial
Washington
$133K – – –
GWP
1228
Gen-Wealth Partners
Michigan
$132K +$198 +4 +0.1%
SC
1229
Stephens Consulting
Michigan
$131K – – –
SWM
1230
Sugarloaf Wealth Management
Georgia
$131K +$7.38K +149 +6%
CAS
1231
Coppell Advisory Solutions
Texas
$131K +$110K +2,225 +514%
T
1232
Tidemark
California
$129K – – –
CAM
1233
Creekmur Asset Management
Illinois
$127K +$116K +2,352 +1,084%
DIP
1234
DT Investment Partners
Pennsylvania
$127K -$4.31K -87 -3%
SC
1235
SouthState Corp
Florida
$125K +$26.8K +541 +27%
BGAI
1236
Bruce G. Allen Investments
Colorado
$124K -$6.78K -137 -5%
SPF
1237
South Plains Financial
Texas
$119K +$119K +2,410 New
CIA
1238
Cape Investment Advisory
Georgia
$118K +$101K +2,031 +572%
HWM
1239
Horizons Wealth Management
North Carolina
$117K -$4.65K -94 -4%
CH
1240
Cromwell Holdings
Wyoming
$110K +$110K +2,223 New
PWM
1241
Parkworth Wealth Management
California
$109K +$109K +2,195 New
TF
1242
Tandem Financial
Colorado
$107K +$107K +2,155 New
AEPWM
1243
Atlantic Edge Private Wealth Management
Florida
$99K – – –
WFA
1244
Wells Financial Advisors
Massachusetts
$99K +$99K +2,000 New
BFS
1245
Burkett Financial Services
South Carolina
$95.1K – – –
FUBT
1246
First United Bank & Trust
Maryland
$94.2K – – –
NSIM
1247
North Star Investment Management
Illinois
$93.1K +$74.3K +1,500 +394%
CAL
1248
Capital Advisors Ltd
Ohio
$90K – – –
OC
1249
Oakworth Capital
Alabama
$86.7K – – –
JEST
1250
JTC Employer Solutions Trustee
Jersey
$84K – – –
48 49
50
51 52