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 %
BCWM
1276
Bartlett & Co Wealth Management
Ohio
$60.4K – – –
CSPIA
1277
Cary Street Partners Investment Advisory
Virginia
$59.8K -$165K -3,337 -73%
GTAM
1278
Global Trust Asset Management
Florida
$59.4K – – –
CPG
1279
Cornerstone Planning Group
New Jersey
$57.6K +$8.9K +172 +18%
HPC
1280
HM Payson & Co
Maine
$56.2K +$18.6K +375 +49%
CWM
1281
Centricity Wealth Management
Ohio
$55.5K +$55.5K +1,121 New
YAL
1282
Your Advocates Ltd
Texas
$55.5K -$92.3K -1,865 -62%
AAG
1283
Armstrong Advisory Group
Massachusetts
$54.7K – – –
FDCP
1284
Foster Dykema Cabot & Partners
Massachusetts
$54.4K -$4.06K -82 -7%
FCT
1285
First Community Trust
Iowa
$53.2K – – –
TCG
1286
Transcendent Capital Group
Oklahoma
$52.8K – – –
IBOK
1287
Independence Bank of Kentucky
Kentucky
$52.5K +$52.5K +1,060 New
TF
1288
Tompkins Financial
New York
$51.9K – – –
MTIC
1289
Missouri Trust & Investment Company
Missouri
$51.6K – – –
SAM
1290
Smartleaf Asset Management
Massachusetts
$50.3K +$41.8K +850 +494%
MA
1291
Montag & Associates
Georgia
$49.5K – – –
BC
1292
Barrett & Company
Rhode Island
$49.5K – – –
BAM
1293
Bellevue Asset Management
Washington
$46.1K – – –
HCP
1294
Hexagon Capital Partners
Arkansas
$45.9K – – –
FFL
1295
Financial Freedom LLC
Ohio
$43.3K – – –
MA
1296
MCF Advisors
Kentucky
$43.1K – – –
AW
1297
Avion Wealth
Texas
$43K – – –
CFFP
1298
Center for Financial Planning
Michigan
$42.1K – – –
PPWM
1299
PFG Private Wealth Management
Florida
$42K – – –
VWA
1300
Valued Wealth Advisors
Utah
$41.6K +$16.5K +333 +66%
50 51
52
53 54