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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
TSS
51
Two Sigma Securities
New York
$374K +$379K +14,292 New
WPC
52
Wedmont Private Capital
Pennsylvania
$372K
IA
53
IFP Advisors
Florida
$354K
PSA
54
Plum Street Advisors
Louisiana
$343K -$82.3K -3,100 -19%
FIC
55
Family Investment Center
Missouri
$336K +$341K +12,834 New
BCM
56
Brookstone Capital Management
Illinois
$324K -$12.7K -480 -4%
HBS
57
Howard Bailey Securities
Indiana
$320K +$89.9K +3,386 +38%
BCI
58
Brinker Capital Investments
Pennsylvania
$306K -$89.6K -3,375 -22%
OPS
59
Orion Portfolio Solutions
Nebraska
$306K -$89.6K -3,375 -22%
RF
60
RHS Financial
California
$262K +$266K +10,004 New
HIP
61
HUB Investment Partners
Texas
$256K +$260K +9,777 New
RCM
62
Riggs Capital Management
Utah
$251K +$255K +9,600 New
KFG
63
Kingdom Financial Group
Arizona
$250K +$254K +9,559 New
CAG
64
Csenge Advisory Group
Florida
$223K +$226K +8,526 New
MML Investors Services
65
MML Investors Services
Massachusetts
$202K +$1.67K +63 +0.8%
ETC
66
Exchange Traded Concepts
Oklahoma
$158K -$4.3K -162 -3%
SIS
67
Sound Income Strategies
Florida
$150K
PA
68
Pineridge Advisors
Missouri
$130K +$19.1K +721 +17%
Q1WB
69
Quest 10 Wealth Builders
Virginia
$118K +$120K +4,523 New
TRCT
70
Tower Research Capital (TRC)
New York
$101K +$102K +3,850 New
EWM
71
Evermay Wealth Management
Virginia
$98.7K
CBT
72
CoreFirst Bank & Trust
Kansas
$78.5K
SAM
73
Smartleaf Asset Management
Massachusetts
$77.8K +$79.4K +2,990 New
CFB
74
Cullen/Frost Bankers
Texas
$74.3K +$75.4K +2,839 New
DRS
75
Deane Retirement Strategies
Louisiana
$68.6K -$823 -31 -1%

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.