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iShares Gold Trust Micro

55 hedge funds and large institutions have $624M invested in iShares Gold Trust Micro in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

4% more funds holding

Funds holding: 5355 (+2)

15.21% less ownership

Funds ownership: 71.94%56.72% (-15%)

29% less capital invested

Capital invested by funds: $878M → $624M (-$255M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
12
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$235M
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$140M +$21.7M +1,047,070 +20%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$97.5M
Teacher Retirement System of Texas
4
Teacher Retirement System of Texas
Texas
$28.8M
BlackRock
5
BlackRock
New York
$23.5M -$1.19M -57,718 -5%
Bank of America
6
Bank of America
North Carolina
$21.8M +$2.67M +129,227 +15%
GP
7
Greenline Partners
New York
$12.9M -$505K -24,429 -4%
AWM
8
AE Wealth Management
Kansas
$11.2M -$19.2M -930,349 -65%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$7.25M +$6.76M +326,809 New
MWM
10
MorganRosel Wealth Management
Colorado
$6.97M -$354K -17,115 -5%
FCG
11
Fielder Capital Group
Tennessee
$3.85M +$1.21M +58,568 +51%
CWM
12
Castle Wealth Management
Florida
$3.79M +$394K +19,071 +13%
RA
13
RFG Advisory
Alabama
$3.59M +$3.35M +162,095 New
VCM
14
Versant Capital Management
Arizona
$2.87M -$113K -5,440 -4%
SAW
15
Signal Advisors Wealth
Michigan
$2.17M +$116K +5,599 +6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.03M +$1.9M +91,667 New
MWM
17
Maripau Wealth Management
Indiana
$2M +$68.2K +3,299 +4%
OC
18
Oarsman Capital
Wisconsin
$1.93M +$322K +15,573 +22%
AI
19
Atria Investments
North Carolina
$1.9M -$745 -36 -0%
FTUS
20
Flow Traders U.S.
New York
$1.9M +$1.77M +85,543 New
RPCA
21
Running Point Capital Advisors
California
$1.81M -$4.22K -204 -0.2%
SC
22
Sinecera Capital
Texas
$1.4M -$4.31M -208,543 -77%
AFO
23
Allie Family Office
Florida
$1.22M +$602K +29,100 New
FAIM
24
Financial Advocates Investment Management
Washington
$1.16M +$573K +27,695 New
CUAMC
25
China Universal Asset Management Company
China
$709K +$20.7K +1,000 +3%

IAUM Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q1 2024, worth a combined $624M — down 29% from $878M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IAUM positions and 9 closed out — a net gain of 2 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $21.7M. The largest seller was Jane Street, exiting entirely with an estimated $277M sold.

  • 55 institutional investors held iShares Gold Trust Micro (IAUM) as of Q1 2024, up from 53 in Q4 2023.
  • Funds reported $624M of iShares Gold Trust Micro stock for Q1 2024, down 29% quarter-over-quarter.
  • 11 funds opened new iShares Gold Trust Micro positions in Q1 2024 and 9 closed out, a net change of +2 holders.
  • The largest iShares Gold Trust Micro buyer in Q1 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $21.7M added.
  • The largest iShares Gold Trust Micro seller in Q1 2024 was Jane Street, an estimated $277M sold.

Based on aggregated 13F filings for Q1 2024.