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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 %
Bank of America
1
Bank of America
North Carolina
$1.53B -$49.9M -1,007,346 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.16B +$90.7M +1,831,919 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.12B -$22.2M -447,956 -2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$871M -$27.3M -551,732 -3%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$688M -$50.9M -1,028,719 -7%
Wells Fargo
6
Wells Fargo
California
$608M +$58.6M +1,183,962 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$534M +$356M +7,194,721 +201%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$435M -$120M -2,429,074 -22%
LPL Financial
9
LPL Financial
California
$427M +$112M +2,253,090 +35%
AllianceBernstein
10
AllianceBernstein
Tennessee
$418M -$14.4M -290,880 -3%
UBS Group
11
UBS Group
Switzerland
$405M +$17.4M +352,035 +4%
WI
12
WealthNavi Inc
Japan
$293M +$6.99M +141,211 +2%
Ameriprise
13
Ameriprise
Minnesota
$290M +$24.8M +500,498 +9%
Raymond James Financial
14
Raymond James Financial
Florida
$251M +$251M +5,063,190 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$213M +$7.93M +160,250 +4%
BlackRock
16
BlackRock
New York
$212M +$16.4M +331,279 +8%
Truist Financial
17
Truist Financial
North Carolina
$206M +$74.6M +1,507,442 +57%
HighTower Advisors
18
HighTower Advisors
Illinois
$179M -$7.98M -161,147 -4%
PC
19
Packer & Co
Australia
$177M – – –
Cerity Partners
20
Cerity Partners
New York
$162M +$1.35M +27,251 +0.8%
KeyBank National Association
21
KeyBank National Association
Ohio
$162M +$5.19M +104,816 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$160M +$8.69M +175,569 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$159M -$18.5M -373,729 -10%
Northern Trust
24
Northern Trust
Illinois
$156M +$9.8M +197,985 +7%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$126M +$7.45M +148,099 +6%
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