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iShares Gold Trust Micro

96 hedge funds and large institutions have $580M invested in iShares Gold Trust Micro in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

26% more funds holding

Funds holding: 7696 (+20)

8.07% less ownership

Funds ownership: 50.52%42.45% (-8.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $734M → $580M (-$153M)

Holders
96
Holders Change
+20
Holders Change %
+26.32%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
28
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
26
Tableaux
Massachusetts
$1.4M +$1.42M +53,557 New
SA
27
Scarborough Advisors
Maryland
$1.35M +$1.37M +51,475 New
OC
28
Oarsman Capital
Wisconsin
$1.3M -$16.9K -637 -1%
BOSSRA
29
B.O.S.S. Retirement Advisors
Utah
$1.16M +$1.18M +44,376 New
SL
30
SFM LLC
New Hampshire
$1.11M +$1.13M +42,591 New
BTI
31
Blue Trust Inc
Georgia
$1.07M +$901K +33,952 +483%
AHSSHC
32
Adventist Health System Sunbelt Healthcare Corp
Florida
$1M -$177M -6,669,479 -99%
RW
33
Rede Wealth
Virginia
$958K +$17K +640 +2%
SFFS
34
Stonehage Fleming Financial Services
Jersey
$781K +$792K +29,846 New
ACM
35
Ardent Capital Management
Ohio
$746K
Neuberger Berman Group
36
Neuberger Berman Group
New York
$733K
IAS
37
Insigneo Advisory Services
Florida
$712K +$722K +27,199 New
CPCP
38
Cedar Point Capital Partners
Iowa
$705K +$119K +4,479 +20%
NA
39
NewEdge Advisors
Louisiana
$697K +$707K +26,623 New
FTUS
40
Flow Traders U.S.
New York
$660K -$2.84M -107,154 -81%
RWA
41
Rooted Wealth Advisors
Illinois
$647K -$19.3K -728 -3%
SAW
42
Signal Advisors Wealth
Michigan
$627K -$933K -35,131 -59%
WA
43
Westfuller Advisors
New York
$604K +$300K +11,310 +96%
MWM
44
Maripau Wealth Management
Indiana
$549K -$911K -34,298 -62%
AA
45
Armis Advisers
Georgia
$528K +$535K +20,168 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$470K +$108K +4,058 +29%
SF
47
Slagle Financial
Illinois
$444K +$223K +8,394 +98%
Cerity Partners
48
Cerity Partners
New York
$421K +$36.3K +1,367 +9%
NF
49
NavPoint Financial
Minnesota
$398K
JCIA
50
Jackson Creek Investment Advisors
Colorado
$390K +$6.77K +255 +2%

IAUM Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q4 2024, worth a combined $580M — down 21% from $734M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IAUM positions and 6 closed out — a net gain of 22 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was School Employees Retirement Board of Ohio, adding an estimated $10.1M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, cutting an estimated $177M.

  • 96 institutional investors held iShares Gold Trust Micro (IAUM) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $580M of iShares Gold Trust Micro stock for Q4 2024, down 21% quarter-over-quarter.
  • 28 funds opened new iShares Gold Trust Micro positions in Q4 2024 and 6 closed out, a net change of +22 holders.
  • The largest iShares Gold Trust Micro buyer in Q4 2024 was School Employees Retirement Board of Ohio, an estimated $10.1M added.
  • The largest iShares Gold Trust Micro seller in Q4 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2024.