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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 %
US Bancorp
126
US Bancorp
Minnesota
$18.3M +$4.28M +86,452 +31%
NAM
127
NorthCrest Asset Manangement
Minnesota
$18.1M -$536K -10,827 -3%
VCM
128
Vision Capital Management
Oregon
$18.1M -$90.2K -1,821 -0.5%
SPIA
129
Steward Partners Investment Advisory
New York
$18.1M +$2.9M +58,565 +19%
JIR
130
James Investment Research
Ohio
$17.8M -$31.2K -630 -0.2%
KWM
131
Kingsview Wealth Management
Oregon
$17.8M -$5.46M -110,224 -23%
Cohen & Steers
132
Cohen & Steers
New York
$17.8M +$1.35M +27,255 +8%
PPW
133
Parcion Private Wealth
Washington
$17.5M -$325K -6,560 -2%
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$17.4M -$7.03M -142,000 -29%
Corient Private Wealth
135
Corient Private Wealth
Florida
$17.3M +$286K +17,239 +2%
CGPCS
136
Capital Group Private Client Services
California
$17M +$968K +19,557 +6%
FFA
137
First Foundation Advisors
California
$16.9M +$1.27M +25,557 +8%
FAT
138
First American Trust
California
$16.5M +$244K +4,937 +2%
DWM
139
Dakota Wealth Management
Florida
$16.1M +$227K +4,580 +1%
CIBC World Market
140
CIBC World Market
Ontario, Canada
$16.1M -$85.5K -1,726 -0.5%
Citigroup
141
Citigroup
New York
$16.1M -$12.6M -254,414 -44%
OAM
142
Oppenheimer Asset Management
New York
$16.1M +$217K +4,376 +1%
QIM
143
Quest Investment Management
Oregon
$15.7M -$3.91M -78,926 -20%
MA
144
Modus Advisors
Minnesota
$15.7M -$284K -5,729 -2%
SFP
145
Sterling Financial Planning
New Jersey
$15.6M -$766K -15,475 -5%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$15.4M +$15.4M +311,793 New
BWP
147
Baldwin Wealth Partners
Massachusetts
$15.3M -$271K -5,480 -2%
SRC
148
Sage Rhino Capital
California
$15.1M -$1.7M -34,353 -10%
William Blair & Company
149
William Blair & Company
Illinois
$15M -$2.03M -40,995 -12%
BF
150
BOK Financial
Oklahoma
$15M -$360K -7,084 -2%
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