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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
AFG
301
ABLE Financial Group
Arizona
$5.98M +$3.37M +67,121 +125%
CCG
302
Cypress Capital Group
Florida
$5.88M +$843K +16,782 +16%
WP
303
Wealthspan Partners
Iowa
$5.83M +$127K +2,533 +2%
SPWG
304
Sage Private Wealth Group
Illinois
$5.81M +$5.9M +117,380 New
SAA
305
Southeast Asset Advisors
Georgia
$5.72M
TPWM
306
Twelve Points Wealth Management
Massachusetts
$5.71M +$91.5K +1,821 +2%
HFM
307
Harvest Fund Management
China
$5.67M +$44.4K +884 +0.8%
WFG
308
Wills Financial Group
Virginia
$5.67M +$4.27K +85 +0.1%
ACA
309
Ackerman Capital Advisors
Texas
$5.58M -$55.5K -1,104 -1%
CFO
310
Callan Family Office
Pennsylvania
$5.56M +$214K +4,267 +4%
WA
311
Wealth Alliance
New York
$5.55M +$896K +17,836 +19%
WIA
312
World Investment Advisors
California
$5.52M +$3.92M +77,926 +231%
GCWM
313
Graham Capital Wealth Management
District of Columbia
$5.52M -$10M -199,522 -64%
Lido Advisors
314
Lido Advisors
California
$5.51M -$93.8K -1,866 -2%
PHAM
315
Palisades Hudson Asset Management
Florida
$5.5M +$572K +11,382 +11%
FNBT
316
FineMark National Bank & Trust
Florida
$5.49M +$320K +6,360 +6%
BFP
317
Briaud Financial Planning
Texas
$5.33M +$38.6K +768 +0.7%
FA
318
Fermata Advisors
California
$5.32M -$1.69M -33,725 -24%
Jones Financial Companies
319
Jones Financial Companies
Missouri
$5.28M +$2.88M +57,224 +116%
AWP
320
Accretive Wealth Partners
New Jersey
$5.22M -$109K -2,170 -2%
FA
321
FDx Advisors
Illinois
$5.18M -$402K -7,994 -7%
AWM
322
Apollon Wealth Management
South Carolina
$5.15M +$17.4K +347 +0.3%
DADC
323
D.A. Davidson & Co
Montana
$5.14M +$3.02M +60,131 +137%
BGA
324
Battery Global Advisors
Massachusetts
$5.11M +$715K +14,237 +16%
FA
325
Flagstar Advisors
New York
$5.07M +$344K +6,839 +7%

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.