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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
HBS
51
Howard Bailey Securities
Indiana
$232K +$218K +8,827 New
SF
52
Slagle Financial
Illinois
$225K -$338K -13,686 -61%
MML Investors Services
53
MML Investors Services
Massachusetts
$201K +$189K +7,663 New
BTI
54
Blue Trust Inc
Georgia
$163K +$174K +7,035 New
ETC
55
Exchange Traded Concepts
Oklahoma
$163K +$20K +808 +15%
SIS
56
Sound Income Strategies
Florida
$151K +$50.7K +2,053 +56%
PA
57
Pineridge Advisors
Missouri
$112K -$67.1K -2,713 -39%
EWM
58
Evermay Wealth Management
Virginia
$99K +$93.2K +3,772 New
CBT
59
CoreFirst Bank & Trust
Kansas
$78.8K +$74.2K +3,000 New
DRS
60
Deane Retirement Strategies
Louisiana
$69.7K +$12K +485 +22%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$49.2K +$19.8K +800 +75%
Osaic Holdings
62
Osaic Holdings
Arizona
$47.9K -$25K -1,010 -36%
TWD
63
True Wealth Design
Ohio
$38.4K
NS
64
NBC Securities
Alabama
$33K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$29K
Comerica Bank
66
Comerica Bank
Texas
$26.6K +$25K +1,012 New
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6K +$22.2K +900 New
PA
68
PSI Advisors
Florida
$20.6K
Wells Fargo
69
Wells Fargo
California
$20K +$3.21K +130 +21%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$14.4K +$25 +1 +0.2%
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$14.2K
CAL
72
Capital Analysts LLC
Pennsylvania
$5K +$2.97K +120 +140%
FFA
73
Farther Finance Advisors
California
$2.63K
S
74
SignatureFD
Georgia
$2.63K
CA
75
CoreCap Advisors
Michigan
$1.78K +$25 +1 +1%

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.