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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 %
RCA
176
Resonant Capital Advisors
Wisconsin
$12.2M +$34.9K +704 +0.3%
VHAM
177
Van Hulzen Asset Management
California
$12M +$215K +4,340 +2%
ACP
178
Aveo Capital Partners
Colorado
$11.8M -$1.42M -28,707 -11%
FTS
179
Fifth Third Securities
Ohio
$11.8M +$48.7K +983 +0.4%
KWM
180
Kaydan Wealth Management
Michigan
$11.8M -$7.3M -147,399 -38%
SIAG
181
Signet Investment Advisory Group
Rhode Island
$11.7M -$111K -2,249 -0.9%
TCCM
182
Timber Creek Capital Management
Massachusetts
$11.7M -$195K -3,940 -2%
VCM
183
Verger Capital Management
North Carolina
$11.5M – – –
BL
184
BCWM LLC
Kansas
$11.5M +$11.5M +232,432 New
TA
185
Townsend & Associates
Colorado
$11.5M -$79.8K -1,542 -0.7%
SIC
186
Sigma Investment Counselors
Michigan
$11.5M +$271K +5,482 +2%
ULWM
187
Upper Left Wealth Management
Florida
$11.4M +$83.2K +1,680 +0.7%
NL
188
NKCFO LLC
Illinois
$11.3M +$3.75M +75,650 +49%
EAMA
189
EFG Asset Management (Americas)
Florida
$11M -$375K -7,583 -3%
PI
190
Parkside Investments
Illinois
$11M -$126K -2,544 -1%
PCIA
191
Prime Capital Investment Advisors
Kansas
$10.9M +$559K +11,284 +5%
UCFA
192
United Capital Financial Advisors
Texas
$10.9M +$10.2M +205,834 +1,440%
AGA
193
Arkos Global Advisors
Texas
$10.9M -$60.4K -1,219 -0.6%
SFS
194
Sowell Financial Services
Arkansas
$10.8M +$1.34M +27,088 +14%
RL
195
Rogco LP
Oklahoma
$10.8M -$468K -9,458 -4%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$10.8M +$5.3M +106,797 +97%
MFIM
197
Mesirow Financial Investment Management
Illinois
$10.7M +$5.25K +106 +0%
FWM
198
Forza Wealth Management
Florida
$10.5M +$117K +2,373 +1%
CHAM
199
Clear Harbor Asset Management
Connecticut
$10.4M +$197K +3,973 +2%
FC
200
Fore Capital
New York
$10.3M +$1.49M +30,000 +17%
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