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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 %
FDW
1376
Fourth Dimension Wealth
Ohio
$3.96K +$3.96K +80 New
FWA
1377
Flagship Wealth Advisors
Massachusetts
$3.91K +$3.91K +1,113 New
HFS
1378
Hopwood Financial Services
Virginia
$2.82K +$2.82K +57 New
JFG
1379
JDM Financial Group
Texas
$2.72K +$2.72K +55 New
WCM
1380
WealthTrak Capital Management
Virginia
$2.67K +$2.67K +54 New
OWP
1381
ORG Wealth Partners
Texas
$2.62K +$2.62K +53 New
PPA
1382
Painted Porch Advisors
California
$2.28K +$99 +2 +5%
BIG
1383
Brooklyn Investment Group
New York
$1.98K +$1.98K +40 New
CCMI
1384
Creative Capital Management Investments
California
$1.98K +$1.98K +40 New
HIMS
1385
Hager Investment Management Services
New Hampshire
$1.88K +$1.88K +38 New
SVCP
1386
Silicon Valley Capital Partners
California
$1.63K – – –
PPC
1387
Park Place Capital
Alabama
$1.58K -$6.98K -141 -82%
PGAM
1388
Princeton Global Asset Management
New Jersey
$1.58K – – –
CWP
1389
Concord Wealth Partners
Virginia
$1.54K -$5.6K -113 -78%
WAG
1390
Wiser Advisor Group
Arizona
$1.34K – – –
TFA
1391
Transamerica Financial Advisors
Florida
$1K – – –
NS
1392
NBC Securities
Alabama
$317 -$321K -6,077 -100%
GWSG
1393
GPS Wealth Strategies Group
Colorado
$297 – – –
PFG
1394
Putney Financial Group
California
$99 +$99 +2 New
DJSG
1395
D.J. St. Germain
Massachusetts
$50 – – –
CAWM
1396
Capital A Wealth Management
Pennsylvania
$50 +$50 +1 New
QC
1397
Quadrature Capital
United Kingdom
– -$95.8M -1,927,978 Closed
Twin Tree Management
1398
Twin Tree Management
Texas
– -$24.4M -491,495 Closed
IWP
1399
Innova Wealth Partners
Pennsylvania
– -$12.8M -258,550 Closed
STA
1400
Summit Trail Advisors
New York
– -$9.11M -183,389 Closed
54 55
56
57 58