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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 %
IMC Chicago
1401
IMC Chicago
Illinois
– -$3.01M -60,514 Closed
TI
1402
Tidal Investments
Wisconsin
– -$2.55M -51,277 Closed
HCA
1403
Heck Capital Advisors
Wisconsin
– -$2.44M -49,156 Closed
ACM
1404
AlphaStar Capital Management
North Carolina
– -$1.53M -30,825 Closed
SAM
1405
Simplify Asset Management
Nevada
– -$1.1M -22,085 Closed
IFA
1406
Interactive Financial Advisors
Illinois
– -$1.06M -21,237 Closed
NPF
1407
Norris Perne & French
Michigan
– -$910K -18,302 Closed
GS
1408
GTS Securities
New York
– -$866K -17,426 Closed
SEP
1409
Southland Equity Partners
Missouri
– -$692K -13,930 Closed
EWA
1410
Encompass Wealth Advisors
Oregon
– -$687K -13,825 Closed
ACM
1411
Ayrshire Capital Management
Connecticut
– -$686K -13,801 Closed
FHB
1412
First Hawaiian Bank
Hawaii
– -$429K -8,630 Closed
BWP
1413
Balboa Wealth Partners
Arizona
– -$377K -7,594 Closed
DIM
1414
DLK Investment Management
California
– -$330K -6,641 Closed
WCM
1415
Wealthcare Capital Management
Virginia
– -$307K -6,171 Closed
MWP
1416
Madison Wealth Partners
Wisconsin
– -$278K -5,593 Closed
BCM
1417
BluePointe Capital Management
California
– -$265K -5,340 Closed
MCC
1418
Money Concepts Capital
Florida
– -$263K -5,300 Closed
FFO
1419
Fiduciary Family Office
Florida
– -$261K -5,249 Closed
FFA
1420
Founders Financial Alliance
North Carolina
– -$261K -5,246 Closed
TC
1421
Trilogy Capital
California
– -$214K -4,314 Closed
WWM
1422
Wiser Wealth Management
Georgia
– -$203K -4,080 Closed
TA
1423
TruWealth Advisors
Louisiana
– -$202K -4,067 Closed
WAM
1424
Walker Asset Management
Missouri
– -$200K -4,034 Closed
CP
1425
Castleview Partners
Texas
– -$176K -3,541 Closed
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