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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 %
DF
1351
Dunhill Financial
United Kingdom
$12.5K +$1.73K +35 +16%
MEG
1352
Millstone Evans Group
Colorado
$12K +$12K +243 New
MM
1353
Main Management
California
$12K – – –
CCM
1354
Chilton Capital Management
Texas
$9.95K – – –
LI
1355
Louisbourg Investments
New Brunswick, Canada
$9.9K -$1.24K -25 -11%
WWA
1356
Wingate Wealth Advisors
Massachusetts
$9.9K +$9.9K +200 New
DAM
1357
Delta Asset Management
Tennessee
$9.65K – – –
RFG
1358
REAP Financial Group
Texas
$9.61K +$3.07K +62 +47%
IHWM
1359
Iron Horse Wealth Management
Iowa
$8.37K – – –
WTA
1360
Washington Trust Advisors
Massachusetts
$7.97K – – –
SC
1361
Sawyer & Company
Massachusetts
$7K – – –
SWA
1362
SOA Wealth Advisors
New York
$6.93K – – –
GCM
1363
Gables Capital Management
Florida
$6.44K – – –
BCA
1364
Bray Capital Advisors
Florida
$6.19K – – –
LWANC
1365
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.19K – – –
BFS
1366
Bare Financial Services
Pennsylvania
$6.14K – – –
AG
1367
AmeriFlex Group
Nevada
$6.03K +$6.03K +114 New
CWM
1368
Cedar Wealth Management
California
$5.99K +$5.99K +121 New
FWM
1369
FLP Wealth Management
Arkansas
$5.25K +$5.25K +106 New
RWM
1370
Rialto Wealth Management
New York
$4.75K +$4.75K +96 New
RI
1371
Ridgewood Investments
New Jersey
$4.51K – – –
RS
1372
Rakuten Securities
Japan
$4.31K -$2.28K -46 -35%
CAM
1373
Clarity Asset Management
Iowa
$4.29K – – –
PA
1374
PSI Advisors
Florida
$3.96K -$2.48K -50 -38%
TCM
1375
TD Capital Management
Tennessee
$3.96K – – –
53 54
55
56 57