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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 %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$15M +$4.11M +82,933 +38%
CWM
152
Chemistry Wealth Management
New York
$14.9M +$122K +2,464 +0.8%
TW
153
Transform Wealth
Colorado
$14.8M +$14.5M +292,442 +4,996%
M&T Bank
154
M&T Bank
New York
$14.6M -$2.43M -49,164 -14%
ANTB
155
AMG National Trust Bank
Colorado
$14.6M +$191K +3,883 +1%
ACM
156
Arlington Capital Management
Illinois
$14.6M +$1.77M +35,666 +14%
CWP
157
Cyndeo Wealth Partners
Florida
$14.4M -$1.05M -21,133 -7%
LCM
158
LVM Capital Management
Michigan
$14.4M +$260K +5,261 +2%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$14.4M +$557K +10,200 +4%
FA
160
Faithward Advisors
Pennsylvania
$14M +$41.2K +832 +0.3%
PWM
161
Perigon Wealth Management
California
$14M +$2.01M +39,289 +17%
AF
162
Allworth Financial
California
$13.9M +$3.19M +61,324 +30%
BCM
163
Brookstone Capital Management
Illinois
$13.6M +$1.13M +22,803 +9%
LFA
164
Legend Financial Advisors
Pennsylvania
$13.3M -$434K -8,762 -3%
FCG
165
Fielder Capital Group
Tennessee
$13.3M -$226K -4,565 -2%
WAM
166
Wallington Asset Management
Indiana
$13.3M +$61.4K +1,240 +0.5%
CAM
167
CPA Asset Management
Florida
$12.8M -$29.3K -591 -0.2%
BHWA
168
Beacon Harbor Wealth Advisors
Virginia
$12.7M +$535K +10,798 +4%
LRIA
169
Leonard Rickey Investment Advisors
Washington
$12.5M +$385K +7,772 +3%
PCA
170
Purkiss Capital Advisors
Connecticut
$12.5M +$12.5M +251,625 New
SS
171
Sunbelt Securities
Texas
$12.4M -$2.48M -50,463 -17%
KPF
172
K2 Principal Fund
Ontario, Canada
$12.4M – – –
WLIM
173
White Lighthouse Investment Management
Massachusetts
$12.3M -$298K -6,019 -2%
Comerica Bank
174
Comerica Bank
Texas
$12.2M +$367K +7,413 +3%
UB
175
UMB Bank
Missouri
$12.2M -$671K -13,559 -5%
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