IAU icon

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 %
LCM
176
LVM Capital Management
Michigan
$12.5M – – –
KPF
177
K2 Principal Fund
Ontario, Canada
$12.4M – – –
SAMC
178
Spectrum Asset Management (California)
California
$12.4M +$1.03M +20,793 +9%
BHWA
179
Beacon Harbor Wealth Advisors
Virginia
$12.3M +$71.8K +1,444 +0.6%
RCA
180
Resonant Capital Advisors
Wisconsin
$12.2M +$291K +5,847 +2%
LRIA
181
Leonard Rickey Investment Advisors
Washington
$12.1M +$1.99K +40 +0%
Comerica Bank
182
Comerica Bank
Texas
$11.9M -$14.3M -288,312 -55%
TCCM
183
Timber Creek Capital Management
Massachusetts
$11.9M -$110K -2,214 -0.9%
VHAM
184
Van Hulzen Asset Management
California
$11.9M -$150K -3,011 -1%
SIAG
185
Signet Investment Advisory Group
Rhode Island
$11.9M +$152K +3,058 +1%
FTS
186
Fifth Third Securities
Ohio
$11.8M -$238K -4,779 -2%
PWM
187
Perigon Wealth Management
California
$11.6M +$68.1K +1,371 +0.6%
NA
188
Nottingham Advisors
New York
$11.6M -$375K -7,543 -3%
VC
189
Vicus Capital
Pennsylvania
$11.6M – – –
VCM
190
Verger Capital Management
North Carolina
$11.6M -$5.52M -111,033 -32%
TA
191
Townsend & Associates
Colorado
$11.5M -$1.9M -37,033 -14%
EAMA
192
EFG Asset Management (Americas)
Florida
$11.5M -$2.24M -45,141 -16%
RL
193
Rogco LP
Oklahoma
$11.3M -$759K -15,275 -6%
SIC
194
Sigma Investment Counselors
Michigan
$11.3M -$80.5K -1,619 -0.7%
PI
195
Parkside Investments
Illinois
$11.2M -$1.37M -27,560 -11%
EW
196
Evoke Wealth
California
$11.1M +$11.1M +224,221 New
NPP
197
New Potomac Partners
Maryland
$11.1M -$139K -2,790 -1%
HW
198
Hamilton Wealth
California
$11.1M +$1.18M +23,790 +12%
AGA
199
Arkos Global Advisors
Texas
$11M +$336K +6,761 +3%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$48.3K +972 +0.4%
6 7
8
9 10