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iShares Gold Trust

1,410 hedge funds and large institutions have $18.6B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 501 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 382

15% more funds holding

Funds holding: 1,2251,410 (+185)

5% more capital invested

Capital invested by funds: $17.7B → $18.6B (+$915M)

0.07% less ownership

Funds ownership: 56.23%56.16% (-0.07%)

6% less funds holding in top 10

Funds holding in top 10: 136128 (-8)

75% less call options, than puts

Call options by funds: $297M | Put options by funds: $1.18B

Holders
1,410
Holders Change
+185
Holders Change %
+15.1%
% of All Funds
18.57%
Holding in Top 10
128
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.88%
% of All Funds
1.69%
New
260
Increased
501
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
251
Well Done LLC
Michigan
$7.9M
DCA
252
DSG Capital Advisors
Minnesota
$7.87M +$7.99M +159,004 New
SPC
253
Sigma Planning Corp
Michigan
$7.81M +$855K +17,016 +12%
PSA
254
Plum Street Advisors
Louisiana
$7.77M -$259K -5,154 -3%
BAM
255
Brave Asset Management
New Jersey
$7.72M -$18.6M -370,693 -70%
GA
256
GFS Advisors
Texas
$7.69M -$59.7K -1,189 -0.8%
FCI
257
Financial Counselors Inc
Kansas
$7.69M +$40.6K +808 +0.5%
AAS
258
Avantax Advisory Services
Texas
$7.65M +$4.64M +92,325 +149%
SJGA
259
Stephen J. Garry & Associates
New York
$7.64M +$120K +2,392 +2%
OPA
260
Old Port Advisors
Maine
$7.56M +$202K +4,023 +3%
MWM
261
Modern Wealth Management
Kansas
$7.53M +$1.26M +25,147 +20%
KPWS
262
Kestra Private Wealth Services
Texas
$7.5M +$165K +3,292 +2%
SAMC
263
Spectrum Asset Management (California)
California
$7.49M -$4.94M -98,320 -39%
WJWM
264
Williams Jones Wealth Management
New York
$7.48M +$3.2M +63,778 +73%
CW
265
CreativeOne Wealth
Kansas
$7.44M +$5.69M +113,139 +304%
MA
266
Mutual Advisors
Nebraska
$7.24M +$1.67M +33,295 +31%
SWP
267
Stratos Wealth Partners
Ohio
$7.21M -$654K -13,009 -8%
SL
268
Systelligence LLC
Minnesota
$7.18M +$152K +3,017 +2%
FWM
269
Foguth Wealth Management
Michigan
$7.16M +$2.62M +52,084 +61%
BWP
270
BSW Wealth Partners
Colorado
$7.12M +$239K +4,761 +3%
HFA
271
Highland Financial Advisors
New Jersey
$7.08M -$239K -4,765 -3%
Prudential Financial
272
Prudential Financial
New Jersey
$7.05M -$152K -3,031 -2%
MA
273
MBA Advisors
Pennsylvania
$6.96M +$334K +6,649 +5%
FCIM
274
Fairview Capital Investment Management
California
$6.94M +$152K +3,032 +2%
BP
275
Ballentine Partners
Massachusetts
$6.93M -$26.3K -523 -0.4%

IAU Hedge Fund Activity: Q4 2024 in Review

1,410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2024, worth a combined $18.6B — up 5.2% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new IAU positions and 46 closed out — a net gain of 214 holders — while 501 added to existing stakes and 382 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $122M.

  • 1,410 institutional investors held iShares Gold Trust (IAU) as of Q4 2024, up from 1,225 in Q3 2024.
  • Funds reported $18.6B of iShares Gold Trust stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 260 funds opened new iShares Gold Trust positions in Q4 2024 and 46 closed out, a net change of +214 holders.
  • The largest iShares Gold Trust buyer in Q4 2024 was Envestnet Asset Management, an estimated $362M added.
  • The largest iShares Gold Trust seller in Q4 2024 was JP Morgan Chase, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.