IAU icon

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 %
AWM
1251
Avondale Wealth Management
Texas
$79.6K – – –
LDB
1252
Lee, Danner & Bass
Tennessee
$79.2K +$79.2K +1,599 New
MWM
1253
Mascoma Wealth Management
New Hampshire
$78.7K – – –
CFO
1254
CVA Family Office
Colorado
$77.5K – – –
LFA
1255
LGT Financial Advisors
Texas
$76K +$76K +1,535 New
CB
1256
CNB Bank
Pennsylvania
$75.5K -$248 -5 -0.3%
OC
1257
Oarsman Capital
Wisconsin
$75.1K -$60.8K -1,229 -45%
Q1WB
1258
Quest 10 Wealth Builders
Virginia
$74.8K +$74.8K +1,510 New
PSFG
1259
Park Square Financial Group
Georgia
$74.7K +$74.7K +1,509 New
AWM
1260
Atticus Wealth Management
Florida
$74.3K – – –
MFA
1261
McClarren Financial Advisors
Pennsylvania
$74K +$74K +1,500 New
CFD
1262
Creative Financial Designs
Indiana
$72.6K -$990 -20 -1%
NMG
1263
New Millennium Group
Utah
$72.5K -$4.6M -92,963 -98%
OLVIG
1264
Oliver Lagore Vanvalin Investment Group
Michigan
$70.5K +$70.5K +1,424 New
GI
1265
GAMMA Investing
California
$68.8K -$2.77K -56 -4%
TIM
1266
Thompson Investment Management
Wisconsin
$67.4K +$67.4K +1,362 New
CBT
1267
Crews Bank & Trust
Florida
$66.8K +$66.8K +1,350 New
ME
1268
McIlrath & Eck
Washington
$66.1K – – –
EBA
1269
Eagle Bay Advisors
New York
$65.7K -$24.6K -496 -27%
NB
1270
NBT Bank
New York
$65.3K – – –
RMC
1271
Resources Management Corp
Connecticut
$65K – – –
AAG
1272
Accordant Advisory Group
Maryland
$64.4K – – –
TSMHT
1273
Thurston Springer Miller Herd & Titak
Indiana
$63.4K +$7.18K +145 +13%
RCM
1274
Raleigh Capital Management
North Carolina
$62.8K +$62.4K +1,260 +15,750%
AIP
1275
Alexis Investment Partners
Texas
$61.9K +$61.9K +1,250 New
49 50
51
52 53