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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 %
ULWM
201
Upper Left Wealth Management
Florida
$10.8M +$818K +17,305 +8%
PHIMC
202
Private Harbour Investment Management & Counsel
Ohio
$10.7M -$845 -17 -0%
MFIM
203
Mesirow Financial Investment Management
Illinois
$10.7M +$206K +4,145 +2%
FWM
204
Forza Wealth Management
Florida
$10.5M +$249K +5,000 +2%
OPCM
205
Osborne Partners Capital Management
California
$10.4M -$35.4K -712 -0.3%
PCIA
206
Prime Capital Investment Advisors
Kansas
$10.4M +$235K +4,733 +2%
HNB
207
Huntington National Bank
Ohio
$10.3M -$8.45M – –
CHAM
208
Clear Harbor Asset Management
Connecticut
$10.3M +$514K +10,349 +5%
AF
209
Allworth Financial
California
$10.2M -$254K -5,104 -2%
AIS
210
American Investment Services
Massachusetts
$10.2M -$946K -19,028 -8%
MCM
211
Morton Capital Management
California
$9.98M -$2.01M -40,379 -17%
WMP
212
Wealth Management Partners
Arizona
$9.97M +$97.6K +1,963 +1%
LIM
213
Leavell Investment Management
Alabama
$9.78M +$347K +6,983 +4%
TBWA
214
Three Bridge Wealth Advisors
California
$9.78M +$117K +2,350 +1%
NA
215
NewEdge Advisors
Louisiana
$9.59M -$574K -11,547 -6%
VCM
216
Vivaldi Capital Management
Illinois
$9.55M +$2.24M +45,070 +31%
SFS
217
Sowell Financial Services
Arkansas
$9.53M +$185K +3,728 +2%
NAM
218
NTV Asset Management
West Virginia
$9.47M +$95.9K +1,930 +1%
OIS
219
Okabena Investment Services
Minnesota
$9.42M -$3.68K -74 -0%
LF
220
LifePlan Financial
Minnesota
$9.42M -$184K -3,698 -2%
SCP
221
Silverleafe Capital Partners
Tennessee
$9.33M +$2.2M +44,201 +31%
STA
222
Summit Trail Advisors
New York
$9.11M +$1.94M +38,982 +27%
SC
223
Sapient Capital
Indiana
$9.1M – – –
GA
224
Gateway Advisory
New Jersey
$9.04M -$437K -8,792 -5%
FC
225
Fore Capital
New York
$8.85M – – –
7 8
9
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