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iShares Gold Trust Micro

72 hedge funds and large institutions have $635M invested in iShares Gold Trust Micro in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

31% more funds holding

Funds holding: 5572 (+17)

2% more capital invested

Capital invested by funds: $624M → $635M (+$11M)

4.37% less ownership

Funds ownership: 56.72%52.35% (-4.4%)

Holders
72
Holders Change
+17
Holders Change %
+30.91%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
21
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$206M -$51.1M -2,191,000 -21%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$156M +$9.74M +417,579 +7%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$102M
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$34.5M +$34.7M +1,487,543 New
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$30.2M
Bank of America
6
Bank of America
North Carolina
$23.7M +$859K +36,813 +4%
AWM
7
AE Wealth Management
Kansas
$10.3M -$1.39M -59,705 -12%
GP
8
Greenline Partners
New York
$8.9M -$4.67M -200,161 -34%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$7.93M +$346K +14,817 +5%
MWM
10
MorganRosel Wealth Management
Colorado
$7.41M +$117K +4,997 +2%
FCG
11
Fielder Capital Group
Tennessee
$5.48M +$1.46M +62,548 +36%
VCM
12
Versant Capital Management
Arizona
$4.48M +$1.49M +63,828 +49%
CWM
13
Castle Wealth Management
Florida
$4.09M +$119K +5,080 +3%
RA
14
RFG Advisory
Alabama
$3.81M +$44.8K +1,921 +1%
MOS
15
MGO One Seven
Ohio
$3.15M +$3.17M +135,794 New
JP Morgan Chase
16
JP Morgan Chase
New York
$2.25M +$2.26M +96,796 New
RPCA
17
Running Point Capital Advisors
California
$2.03M +$143K +6,118 +8%
OC
18
Oarsman Capital
Wisconsin
$2.03M +$6.91K +296 +0.3%
HF
19
HRT Financial
New York
$1.87M +$1.88M +80,492 New
MWM
20
Maripau Wealth Management
Indiana
$1.63M -$463K -19,837 -22%
AI
21
Atria Investments
North Carolina
$1.63M -$366K -15,673 -18%
SC
22
Sinecera Capital
Texas
$1.49M +$34.5K +1,478 +2%
FTUS
23
Flow Traders U.S.
New York
$1.27M -$715K -30,671 -36%
VC
24
Vicus Capital
Pennsylvania
$1.07M +$370K +15,854 +53%
RJA
25
Raymond James & Associates
Florida
$1.05M +$1.05M +45,159 New

IAUM Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust Micro (IAUM) for Q2 2024, worth a combined $635M — up 1.8% from $624M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAUM positions and 5 closed out — a net gain of 17 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $9.74M. The largest seller was Alaska Permanent Fund, cutting an estimated $51.1M.

  • 72 institutional investors held iShares Gold Trust Micro (IAUM) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $635M of iShares Gold Trust Micro stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 22 funds opened new iShares Gold Trust Micro positions in Q2 2024 and 5 closed out, a net change of +17 holders.
  • The largest iShares Gold Trust Micro buyer in Q2 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $9.74M added.
  • The largest iShares Gold Trust Micro seller in Q2 2024 was Alaska Permanent Fund, an estimated $51.1M sold.

Based on aggregated 13F filings for Q2 2024.