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iShares Gold Trust Micro

72 hedge funds and large institutions have $635M invested in iShares Gold Trust Micro in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

31% more funds holding

Funds holding: 5572 (+17)

2% more capital invested

Capital invested by funds: $624M → $635M (+$11M)

4.37% less ownership

Funds ownership: 56.72%52.35% (-4.4%)

Holders
72
Holders Change
+17
Holders Change %
+30.91%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
21
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$985K +$991K +42,471 New
CUAMC
27
China Universal Asset Management Company
China
$951K +$210K +9,000 +28%
Jane Street
28
Jane Street
New York
$857K +$862K +36,948 New
RW
29
Rede Wealth
Virginia
$814K +$819K +35,103 New
ACM
30
Ardent Capital Management
Ohio
$661K
Neuberger Berman Group
31
Neuberger Berman Group
New York
$650K
RWA
32
Rooted Wealth Advisors
Illinois
$636K -$39.4K -1,691 -6%
SF
33
Slagle Financial
Illinois
$516K +$55.3K +2,369 +12%
PSA
34
Plum Street Advisors
Louisiana
$414K +$37.5K +1,607 +10%
NWM
35
Napa Wealth Management
California
$376K +$378K +16,216 New
BCM
36
Brookstone Capital Management
Illinois
$355K -$18.7K -800 -5%
KFG
37
Kingdom Financial Group
Arizona
$354K -$11.2K -480 -3%
NF
38
NavPoint Financial
Minnesota
$353K -$65.4K -2,802 -16%
JCIA
39
Jackson Creek Investment Advisors
Colorado
$336K +$7.75K +332 +2%
WPC
40
Wedmont Private Capital
Pennsylvania
$334K +$323K +13,860 New
PFS
41
Prospera Financial Services
Texas
$316K +$318K +13,618 New
IA
42
IFP Advisors
Florida
$314K +$294K +12,607 +1,385%
HighTower Advisors
43
HighTower Advisors
Illinois
$308K +$310K +13,300 New
BCI
44
Brinker Capital Investments
Pennsylvania
$258K -$27.3K -1,169 -9%
OPS
45
Orion Portfolio Solutions
Nebraska
$258K -$27.3K -1,169 -9%
PA
46
Pineridge Advisors
Missouri
$162K -$17.4K -744 -10%
ETC
47
Exchange Traded Concepts
Oklahoma
$125K +$126K +5,405 New
BlackRock
48
BlackRock
New York
$116K -$24.6M -1,054,287 -100%
SIS
49
Sound Income Strategies
Florida
$85.7K
Osaic Holdings
50
Osaic Holdings
Arizona
$65.8K

IAUM Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q2 2024, worth a combined $635M — up 1.8% from $624M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAUM positions and 5 closed out — a net gain of 17 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $9.74M. The largest seller was Alaska Permanent Fund, cutting an estimated $51.1M.

  • 72 institutional investors held iShares Gold Trust Micro (IAUM) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $635M of iShares Gold Trust Micro stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 22 funds opened new iShares Gold Trust Micro positions in Q2 2024 and 5 closed out, a net change of +17 holders.
  • The largest iShares Gold Trust Micro buyer in Q2 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $9.74M added.
  • The largest iShares Gold Trust Micro seller in Q2 2024 was Alaska Permanent Fund, an estimated $51.1M sold.

Based on aggregated 13F filings for Q2 2024.