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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
APF
1
Alaska Permanent Fund
Alaska
$171M -$7.01M -264,000 -4%
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$143M
SERBOO
3
School Employees Retirement Board of Ohio
Ohio
$59.5M +$10.1M +379,649 +20%
Bank of America
4
Bank of America
North Carolina
$34.7M -$3.06M -115,216 -8%
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$34M
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$12.1M +$2.07M +77,994 +20%
VC
7
Vicus Capital
Pennsylvania
$10.7M +$9.54M +359,357 +730%
FCG
8
Fielder Capital Group
Tennessee
$10.2M +$696K +26,204 +7%
CUAMC
9
China Universal Asset Management Company
China
$8.65M +$4.86M +183,000 +124%
MWM
10
MorganRosel Wealth Management
Colorado
$8.4M -$114K -4,281 -1%
SA
11
Sanctuary Advisors
Indiana
$7.36M +$1.09M +41,052 +18%
AWM
12
AE Wealth Management
Kansas
$6.99M +$3.12M +117,658 +79%
VCM
13
Versant Capital Management
Arizona
$5.93M +$524K +19,753 +10%
RA
14
RFG Advisory
Alabama
$5.8M +$683K +25,726 +13%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.73M +$5.82M +219,086 New
CWM
16
Castle Wealth Management
Florida
$4.52M -$155K -5,829 -3%
Renaissance Technologies
17
Renaissance Technologies
New York
$4.14M +$101K +3,800 +2%
MOS
18
MGO One Seven
Ohio
$3.84M +$240K +9,027 +7%
Jane Street
19
Jane Street
New York
$3.8M +$1.98M +74,747 +106%
GP
20
Greenline Partners
New York
$3.62M -$1.29M -48,514 -26%
PFS
21
Prospera Financial Services
Texas
$2.55M +$316K +11,911 +14%
TPBG
22
Turning Point Benefit Group
Maryland
$2.44M +$2.48M +93,345 New
RPCA
23
Running Point Capital Advisors
California
$2.19M -$57.7K -2,175 -3%
Raymond James Financial
24
Raymond James Financial
Florida
$2.08M +$2.11M +79,475 New
CWM
25
Congress Wealth Management
Massachusetts
$2.02M -$35.1K -1,323 -2%

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.