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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 %
NFSG
1301
Newbridge Financial Services Group
Florida
$40.3K +$40.3K +813 New
VFA
1302
Values First Advisors
Tennessee
$40.1K -$57K -1,152 -59%
SRCM
1303
Signature Resources Capital Management
California
$40.1K – – –
FMP
1304
Financial Management Professionals
Texas
$39.8K +$99 +2 +0.2%
SIC
1305
SJS Investment Consulting
Ohio
$38.9K +$3.66K +74 +10%
PP
1306
Pingora Partners
Wyoming
$38.8K – – –
BCM
1307
Blume Capital Management
California
$37.1K – – –
PP
1308
Pacifica Partners
Canada
$36.6K – – –
RBC
1309
Roble Belko & Company
Pennsylvania
$36K – – –
DSC
1310
Duncker Streett & Co
Missouri
$35.9K – – –
FFC
1311
First Financial Corp
Indiana
$35.4K – – –
FCMT
1312
Founders Capital Management (Texas)
Texas
$35.2K – – –
1IA
1313
1620 Investment Advisors
Massachusetts
$35.1K – – –
ZB
1314
Zions Bancorporation
Utah
$34.4K – – –
FLP
1315
Financial Life Planners
Arizona
$33.4K +$33.4K +675 New
OCM
1316
Orion Capital Management
California
$32.8K +$32.8K +663 New
WTFG
1317
Wood Tarver Financial Group
Idaho
$31K +$31K +640 New
AIC
1318
Archer Investment Corporation
Indiana
$30K +$545 +11 +2%
DWM
1319
Dogwood Wealth Management
Kansas
$29.7K – – –
PWA
1320
Physician Wealth Advisors
Utah
$29.4K +$29.4K +593 New
WI
1321
Wintrust Investments
Illinois
$29K +$29K +599 New
LB
1322
Legacy Bridge
Iowa
$28.7K – – –
HI
1323
Hoey Investments
Pennsylvania
$28.5K – – –
MSWA
1324
Marshall & Sterling Wealth Advisors
New York
$27.7K +$27.7K +560 New
CFS
1325
Compass Financial Services
Iowa
$27.4K +$27.4K +554 New
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