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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
1
Quadrature Capital
United Kingdom
$95.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$557M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$33.1M
4
BAM
4
Brave Asset Management
New Jersey
$26.2M
5
PIM
5
Parker Investment Management
California
$26M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$3.92M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$35.1M
3
Jane Street
3
Jane Street
New York
$8.64M
4
CL
4
CRCM LP
California
$519K
5
Bank of America
5
Bank of America
North Carolina
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.59B -$22.5M -453,603 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.15B +$3.02M +60,784 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$1.08B -$10.7M -215,271 -1%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$902M +$7.08M +142,487 +0.8%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$742M +$5.53M +111,210 +0.8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$557M +$48.8M +981,362 +10%
Wells Fargo
7
Wells Fargo
California
$552M +$12.5M +250,832 +2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$434M -$7.36M -148,145 -2%
UBS Group
9
UBS Group
Switzerland
$389M -$11.8M -236,426 -3%
LPL Financial
10
LPL Financial
California
$317M +$894K +17,985 +0.3%
WI
11
WealthNavi Inc
Japan
$287M +$11.6M +233,999 +4%
Ameriprise
12
Ameriprise
Minnesota
$266M +$7.22M +144,993 +3%
RJA
13
Raymond James & Associates
Florida
$216M +$22.4M +450,002 +12%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$206M -$6.24M -125,593 -3%
BlackRock
15
BlackRock
New York
$197M +$2.2M +44,264 +1%
HighTower Advisors
16
HighTower Advisors
Illinois
$187M -$4.49M -90,355 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$178M -$186K -3,736 -0.1%
PC
18
Packer & Co
Australia
$178M – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$178M +$3.24M +65,226 +2%
Cerity Partners
20
Cerity Partners
New York
$161M +$6.54M +131,559 +4%
KeyBank National Association
21
KeyBank National Association
Ohio
$157M +$3.95M +79,503 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$152M +$1.15M +23,058 +0.8%
Northern Trust
23
Northern Trust
Illinois
$147M +$12.2M +245,775 +9%
Truist Financial
24
Truist Financial
North Carolina
$132M +$9.32M +187,492 +8%
ET
25
Equitable Trust
Tennessee
$128M -$1.77M -35,532 -1%
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