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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 %
PHIMC
201
Private Harbour Investment Management & Counsel
Ohio
$10.3M -$399K -8,056 -4%
HNB
202
Huntington National Bank
Ohio
$10.3M -$10.3M – –
EW
203
Evoke Wealth
California
$10.3M -$818K -16,517 -7%
SWP
204
Sagespring Wealth Partners
Tennessee
$10.3M +$10.3M +207,610 New
MCM
205
Morton Capital Management
California
$10.3M +$328K +6,615 +3%
OPCM
206
Osborne Partners Capital Management
California
$10.1M -$294K -5,947 -3%
LIM
207
Leavell Investment Management
Alabama
$10.1M +$319K +6,447 +3%
WMP
208
Wealth Management Partners
Arizona
$10M +$85.3K +1,723 +0.9%
AIS
209
American Investment Services
Massachusetts
$9.93M -$213K -4,309 -2%
ASN
210
Advisory Services Network
Georgia
$9.78M +$2.04M +41,198 +26%
TBWA
211
Three Bridge Wealth Advisors
California
$9.78M +$39.6K +800 +0.4%
NA
212
Nottingham Advisors
New York
$9.73M -$1.83M -36,992 -16%
RAM
213
Resona Asset Management
Japan
$9.72M -$3.98M -80,375 -29%
NAM
214
NTV Asset Management
West Virginia
$9.5M +$68.2K +1,377 +0.7%
OIS
215
Okabena Investment Services
Minnesota
$9.43M +$49K +989 +0.5%
Brown Advisory
216
Brown Advisory
Maryland
$9.38M +$629K +12,696 +7%
SCP
217
Silverleafe Capital Partners
Tennessee
$9.33M +$34.1K +689 +0.4%
SC
218
Sapient Capital
Indiana
$9.19M +$128K +2,590 +1%
JC
219
JB Capital
Connecticut
$9.19M +$8.89M +179,492 +2,940%
LF
220
LifePlan Financial
Minnesota
$8.96M -$422K -8,521 -4%
Renaissance Technologies
221
Renaissance Technologies
New York
$8.92M +$8.44M +170,500 +1,776%
SFG
222
Stonebridge Financial Group
Pennsylvania
$8.82M +$8.82M +178,235 New
GF
223
Gimbal Financial
Indiana
$8.74M -$8.26M -166,820 -49%
GI
224
GAMCO Investors
Connecticut
$8.64M -$12.4K -250 -0.1%
CL
225
CSS LLC
Illinois
$8.63M +$147K +2,970 +2%
7 8
9
10 11