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iShares Gold Trust
IAU

Overview Fund Activity

1,562 hedge funds and large institutions have $25.1B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 614 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+40
Holders Change %
+2.63%
% of All Funds
20.94%
Holding in Top 10
143
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-10.06%
% of All Funds
1.92%
New
136
Increased
496
Reduced
614
Closed
69
Calls
$291M
Puts
$542M
Net Calls
-$251M
Net Calls Change
-$737K

Top Buyers

1
Citigroup
Citigroup
New York
+$284M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$274M
3
Prudential Financial
Prudential Financial
New Jersey
+$208M
4
PA
PFG Advisors
Arizona
+$146M
5
MCM
Mainstay Capital Management
Michigan
+$82.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$453M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$229M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$136M
4
Bank of America
Bank of America
North Carolina
-$62.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
251
Sage Private Wealth Group
Illinois
$10.7M +$2.15M +34,502 +25%
ASN
252
Advisory Services Network
Georgia
$10.7M -$4.11M -66,201 -28%
RCM
253
Regency Capital Management
Hawaii
$10.7M -$505K -8,104 -5%
SFG
254
Stonebridge Financial Group
Pennsylvania
$10.6M -$517K -8,292 -5%
KPWS
255
Kestra Private Wealth Services
Texas
$10.6M +$395K +6,327 +4%
P
256
&Partners
Tennessee
$10.5M +$6.61M +105,973 +170%
HFM
257
Harvest Fund Management
China
$10.5M +$4.21M +67,485 +67%
LWA
258
Lowe Wealth Advisors
Maryland
$10.4M +$16.3K +262 +0.2%
MWM
259
Modern Wealth Management
Kansas
$10.4M -$426K -6,839 -4%
GAM
260
Gotham Asset Management
New York
$10.3M +$10.3M +165,240 New
SFP
261
Shepherd Financial Partners
Massachusetts
$10.3M +$1.54M +24,771 +18%
TA
262
Townsend & Associates
Colorado
$10.2M -$3.67M -58,291 -26%
DCA
263
DSG Capital Advisors
Minnesota
$10.2M +$267K +4,279 +3%
BDWCC
264
B&D White Capital Company
Texas
$10.2M +$10.2M +163,249 New
BAM
265
Brave Asset Management
New Jersey
$10.1M +$492K +7,892 +5%
LF
266
LifePlan Financial
Minnesota
$10.1M -$939K -15,056 -9%
SP
267
Stablepoint Partners
Massachusetts
$10.1M -$178K -2,853 -2%
SJGA
268
Stephen J. Garry & Associates
New York
$9.96M +$198K +3,178 +2%
BP
269
Ballentine Partners
Massachusetts
$9.91M – – –
II
270
Impact Investors
California
$9.87M -$118K -1,886 -1%
EAMA
271
EFG Asset Management (Americas)
Florida
$9.74M -$3.9M -62,534 -29%
SAMC
272
Spectrum Asset Management (California)
California
$9.74M +$108K +1,733 +1%
AWM
273
Apollon Wealth Management
South Carolina
$9.68M -$282K -4,522 -3%
FCIM
274
Fairview Capital Investment Management
California
$9.58M +$28K +449 +0.3%
BWP
275
BSW Wealth Partners
Colorado
$9.57M +$228K +3,650 +2%
9 10
11
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