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iShares Gold Trust
IAU

Overview Fund Activity

1,218 hedge funds and large institutions have $17.6B invested in iShares Gold Trust in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 404 increasing their positions, 409 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+55
Holders Change %
+4.73%
% of All Funds
17.62%
Holding in Top 10
135
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.38%
% of All Funds
1.95%
New
115
Increased
404
Reduced
409
Closed
46
Calls
$271M
Puts
$1.15B
Net Calls
-$876M
Net Calls Change
+$7.58M

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$95.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$557M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$33.1M
4
BAM
Brave Asset Management
New Jersey
$26.2M
5
PIM
Parker Investment Management
California
$26M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$3.92M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$35.1M
3
Jane Street
Jane Street
New York
$8.64M
4
CL
CRCM LP
California
$519K
5
Bank of America
Bank of America
North Carolina
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kaydan Wealth Management
Michigan
$19.1M -$208K -4,195 -1%
NAM
127
NorthCrest Asset Manangement
Minnesota
$18.7M -$712K -14,334 -4%
AWS
128
Atria Wealth Solutions
New York
$18.5M -$149K -3,004 -0.8%
BL
129
BFSG LLC
California
$18.4M +$1.25M +25,073 +7%
BPA
130
Beacon Pointe Advisors
California
$18.3M -$507K -10,210 -3%
VCM
131
Vision Capital Management
Oregon
$18.3M +$21.5K +432 +0.1%
VWM
132
VCI Wealth Management
Missouri
$18.1M +$12.5M +251,180 +223%
JIR
133
James Investment Research
Ohio
$17.9M -$107K -2,151 -0.6%
TCM
134
Tradewinds Capital Management
Washington
$17.9M -$12.6M -253,587 -41%
PPW
135
Parcion Private Wealth
Washington
$17.9M -$654K -13,150 -4%
GF
136
Gimbal Financial
Indiana
$17.7M +$1.79M +34,730 +11%
BRWA
137
B. Riley Wealth Advisors
Florida
$17.2M +$5.72M +114,650 +50%
William Blair & Company
138
William Blair & Company
Illinois
$17.1M +$1.15M +23,105 +7%
M&T Bank
139
M&T Bank
New York
$17.1M -$834K -16,791 -5%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$17.1M +$175K +3,516 +1%
SRC
141
Sage Rhino Capital
California
$16.8M +$141K +2,831 +0.8%
Cohen & Steers
142
Cohen & Steers
New York
$16.5M +$3.35M +67,393 +25%
SFP
143
Sterling Financial Planning
New Jersey
$16.4M +$27K +544 +0.2%
FAT
144
First American Trust
California
$16.3M +$1.44M +29,046 +10%
CIBC World Market
145
CIBC World Market
Ontario, Canada
$16.3M -$5.57M -112,075 -25%
CGPCS
146
Capital Group Private Client Services
California
$16.1M +$856K +17,226 +6%
MA
147
Modus Advisors
Minnesota
$16.1M -$75.1K -1,511 -0.5%
DWM
148
Dakota Wealth Management
Florida
$16M +$279K +5,623 +2%
OAM
149
Oppenheimer Asset Management
New York
$15.9M -$111K -2,230 -0.7%
FFA
150
First Foundation Advisors
California
$15.7M -$109K -2,194 -0.7%
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