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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
APF
1
Alaska Permanent Fund
Alaska
$179M -$39.7M -1,606,000 -19%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$176M -$326K -13,200 -0.2%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$143M +$26M +1,050,000 +24%
SERBOO
4
School Employees Retirement Board of Ohio
Ohio
$49.7M +$10.1M +406,892 +27%
Bank of America
5
Bank of America
North Carolina
$37.8M +$10.3M +417,665 +41%
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$34.1M
QC
7
Quadrature Capital
United Kingdom
$11.4M +$10.8M +435,344 New
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$10.1M +$1.08M +43,870 +13%
FCG
9
Fielder Capital Group
Tennessee
$9.51M +$3.11M +125,947 +53%
MWM
10
MorganRosel Wealth Management
Colorado
$8.54M +$145K +5,873 +2%
SA
11
Sanctuary Advisors
Indiana
$6.02M +$5.51M +223,015 New
VCM
12
Versant Capital Management
Arizona
$5.42M +$336K +13,588 +7%
RA
13
RFG Advisory
Alabama
$5.14M +$786K +31,811 +19%
GP
14
Greenline Partners
New York
$4.9M -$4.84M -195,964 -51%
CWM
15
Castle Wealth Management
Florida
$4.69M +$61.6K +2,492 +1%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.05M +$3.81M +154,300 New
AWM
17
AE Wealth Management
Kansas
$3.92M -$7.29M -294,950 -66%
CUAMC
18
China Universal Asset Management Company
China
$3.87M +$2.63M +106,500 +260%
MOS
19
MGO One Seven
Ohio
$3.61M +$44K +1,782 +1%
FTUS
20
Flow Traders U.S.
New York
$3.47M +$1.92M +77,484 +141%
RPCA
21
Running Point Capital Advisors
California
$2.25M -$41.7K -1,687 -2%
PFS
22
Prospera Financial Services
Texas
$2.24M +$1.77M +71,783 +527%
SC
23
Sinecera Capital
Texas
$2.09M +$382K +15,461 +24%
CWM
24
Congress Wealth Management
Massachusetts
$2.06M +$1.94M +78,586 New
Jane Street
25
Jane Street
New York
$1.85M +$829K +33,534 +91%

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.