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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 %
GA
1326
GoalVest Advisory
New York
$27.2K – – –
GGI
1327
Godsey & Gibb Inc
Virginia
$26.2K – – –
TC
1328
Truvestments Capital
Florida
$25.5K +$1.58K +32 +7%
TAM
1329
Tucker Asset Management
Colorado
$25.2K +$13K +263 +107%
BCMLT
1330
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K -$391K -7,895 -94%
SL
1331
Salomon & Ludwin
Virginia
$24.6K – – –
SMAM
1332
Sugar Maple Asset Management
Wisconsin
$22.9K +$22.9K +463 New
BIM
1333
Breakwater Investment Management
Washington
$22.8K – – –
OIA
1334
Optimum Investment Advisors
Illinois
$22.3K – – –
KBFS
1335
Kohmann Bosshard Financial Services
Ohio
$22.3K +$22.3K +450 New
AWM
1336
Abound Wealth Management
Tennessee
$21K – – –
SA
1337
SRH Advisors
Kansas
$19.8K – – –
OSNBOA
1338
Old Second National Bank of Aurora
Illinois
$18.6K – – –
MMCM
1339
Murphy & Mullick Capital Management
New York
$18.2K +$18.2K +368 New
CSWM
1340
Cassady Schiller Wealth Management
Ohio
$17K – – –
FFA
1341
Frazier Financial Advisors
Ohio
$16.6K – – –
IRC
1342
Investors Research Corp
Georgia
$16.6K – – –
TC
1343
Trust Company
Kansas
$16.1K – – –
CA
1344
Crewe Advisors
Utah
$15.1K – – –
CB
1345
Centennial Bank
Arkansas
$14.9K – – –
AWM
1346
Activest Wealth Management
Florida
$14.9K +$14.9K +300 New
KIM
1347
Kestra Investment Management
Texas
$14.8K +$14.8K +298 New
CCC
1348
Chelsea Counsel Company
California
$14.4K – – –
SAM
1349
Synergy Asset Management
Washington
$13.1K +$13.1K +263 New
MG
1350
MilWealth Group
Wisconsin
$12.6K +$12.6K +255 New
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