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iShares Gold Trust Micro

76 hedge funds and large institutions have $734M invested in iShares Gold Trust Micro in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $635M → $734M (+$98.8M)

6% more funds holding

Funds holding: 7276 (+4)

1.83% less ownership

Funds ownership: 52.35%50.52% (-1.8%)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
17
Increased
29
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAW
26
Signal Advisors Wealth
Michigan
$1.55M +$1.46M +59,096 New
MWM
27
Maripau Wealth Management
Indiana
$1.45M -$375K -15,157 -22%
AI
28
Atria Investments
North Carolina
$1.39M -$425K -17,191 -25%
OC
29
Oarsman Capital
Wisconsin
$1.32M -$917K -37,119 -42%
VC
30
Vicus Capital
Pennsylvania
$1.29M +$78.5K +3,174 +7%
RJA
31
Raymond James & Associates
Florida
$1.19M +$49 +2 +0%
RW
32
Rede Wealth
Virginia
$944K +$21.4K +867 +2%
ACM
33
Ardent Capital Management
Ohio
$748K
Neuberger Berman Group
34
Neuberger Berman Group
New York
$735K
RWA
35
Rooted Wealth Advisors
Illinois
$665K -$21.6K -872 -3%
CPCP
36
Cedar Point Capital Partners
Iowa
$590K +$556K +22,477 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$446K +$420K +17,000 New
PSA
38
Plum Street Advisors
Louisiana
$426K -$39.7K -1,607 -9%
NF
39
NavPoint Financial
Minnesota
$399K
BCI
40
Brinker Capital Investments
Pennsylvania
$395K +$96.9K +3,920 +35%
OPS
41
Orion Portfolio Solutions
Nebraska
$395K +$96.9K +3,920 +35%
Cerity Partners
42
Cerity Partners
New York
$386K +$364K +14,717 New
JCIA
43
Jackson Creek Investment Advisors
Colorado
$385K +$4.05K +164 +1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$365K +$344K +13,920 New
WPC
45
Wedmont Private Capital
Pennsylvania
$365K
IA
46
IFP Advisors
Florida
$355K -$25 -1 -0%
HighTower Advisors
47
HighTower Advisors
Illinois
$350K
BCM
48
Brookstone Capital Management
Illinois
$338K -$40.1K -1,622 -11%
NWM
49
Napa Wealth Management
California
$311K -$108K -4,350 -27%
WA
50
Westfuller Advisors
New York
$309K +$291K +11,777 New

IAUM Hedge Fund Activity: Q3 2024 in Review

76 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q3 2024, worth a combined $734M — up 16% from $635M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IAUM positions and 13 closed out — a net gain of 4 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $26M. The largest seller was Alaska Permanent Fund, cutting an estimated $39.7M.

  • 76 institutional investors held iShares Gold Trust Micro (IAUM) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $734M of iShares Gold Trust Micro stock for Q3 2024, up 16% quarter-over-quarter.
  • 17 funds opened new iShares Gold Trust Micro positions in Q3 2024 and 13 closed out, a net change of +4 holders.
  • The largest iShares Gold Trust Micro buyer in Q3 2024 was Sumitomo Mitsui Trust Group, an estimated $26M added.
  • The largest iShares Gold Trust Micro seller in Q3 2024 was Alaska Permanent Fund, an estimated $39.7M sold.

Based on aggregated 13F filings for Q3 2024.