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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 %
BWP
151
Baldwin Wealth Partners
Massachusetts
$15.6M -$290K -5,845 -2%
CWP
152
Cyndeo Wealth Partners
Florida
$15.5M +$187K +3,766 +1%
GCWM
153
Graham Capital Wealth Management
District of Columbia
$15.5M -$266K -5,344 -2%
SPIA
154
Steward Partners Investment Advisory
New York
$15.2M +$3.21M +64,554 +27%
BF
155
BOK Financial
Oklahoma
$15.2M +$34.4K +685 +0.2%
SS
156
Sunbelt Securities
Texas
$15M +$1.33M +26,791 +10%
Bank Julius Baer & Co
157
Bank Julius Baer & Co
Switzerland
$14.9M -$2M -33,874 -12%
CWM
158
Chemistry Wealth Management
New York
$14.9M +$64.3K +1,293 +0.4%
ANTB
159
AMG National Trust Bank
Colorado
$14.5M -$692K -13,926 -5%
US Bancorp
160
US Bancorp
Minnesota
$14.1M -$101K -2,028 -0.7%
FA
161
Faithward Advisors
Pennsylvania
$14M -$421K -8,480 -3%
LFA
162
Legend Financial Advisors
Pennsylvania
$13.8M -$169K -3,400 -1%
EWM
163
Executive Wealth Management
Michigan
$13.8M +$13.8M +276,884 New
RAM
164
Resona Asset Management
Japan
$13.7M – – –
FCG
165
Fielder Capital Group
Tennessee
$13.6M -$2.79M -56,214 -17%
ACP
166
Aveo Capital Partners
Colorado
$13.3M +$1.64M +32,932 +14%
WAM
167
Wallington Asset Management
Indiana
$13.3M +$780K +15,700 +6%
PCIG
168
Partners Capital Investment Group
Massachusetts
$13.3M – – –
FGA
169
Fortis Group Advisors
New Jersey
$13.2M +$1.71M +34,316 +15%
UB
170
UMB Bank
Missouri
$12.9M -$450K -9,063 -3%
CAM
171
CPA Asset Management
Florida
$12.9M +$829K +16,684 +7%
ACM
172
Arlington Capital Management
Illinois
$12.8M +$457K +9,197 +4%
IWP
173
Innova Wealth Partners
Pennsylvania
$12.8M +$12.8M +258,550 New
WLIM
174
White Lighthouse Investment Management
Massachusetts
$12.6M +$100K +2,017 +0.8%
BCM
175
Brookstone Capital Management
Illinois
$12.6M -$7.01K -141 -0.1%
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