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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 %
SAA
326
Southeast Asset Advisors
Georgia
$7.21M – – –
IWA
327
Icon Wealth Advisors
Texas
$7.2M -$2.52M -40,352 -26%
WFG
328
Wills Financial Group
Virginia
$7.18M – – –
PFM
329
Patton Fund Management
Texas
$7.16M -$732K -11,733 -9%
TCM
330
Towneley Capital Management
California
$7.15M -$1.66M -26,670 -19%
TFGT
331
TS Financial Group (TSFG)
Illinois
$7.05M -$262K -4,199 -4%
SI
332
Seeds Investor
New York
$7.03M +$897K +14,377 +15%
MA
333
MBA Advisors
Pennsylvania
$7.01M -$1.69M -27,079 -19%
SS
334
SBI Securities
Japan
$7M +$203K +3,249 +3%
PHAM
335
Palisades Hudson Asset Management
Florida
$6.93M – – –
AFG
336
ABLE Financial Group
Arizona
$6.93M -$55.2K -885 -0.8%
BAAM
337
Baker Avenue Asset Management
California
$6.9M +$465K +7,458 +7%
SW
338
SoFi Wealth
California
$6.88M +$6.88M +110,351 New
LWA
339
Lifelong Wealth Advisors
Minnesota
$6.83M +$6.83M +109,536 New
RWP
340
RWA Wealth Partners
Massachusetts
$6.75M +$5.32M +85,389 +374%
PI
341
Parkside Investments
Illinois
$6.75M -$6.63M -106,350 -50%
BGA
342
Battery Global Advisors
Massachusetts
$6.74M -$355K -5,700 -5%
AWP
343
Accretive Wealth Partners
New Jersey
$6.71M -$126K -2,023 -2%
RWA
344
Redhawk Wealth Advisors
Minnesota
$6.63M +$6.07M +97,274 +1,068%
SPFA
345
Summit Place Financial Advisors
New Jersey
$6.62M +$183K +2,930 +3%
ACA
346
Ackerman Capital Advisors
Texas
$6.6M -$376K -6,023 -5%
KP
347
Kitching Partners
Pennsylvania
$6.57M +$215K +3,446 +3%
SB
348
Strategic Blueprint
Georgia
$6.56M +$155K +2,478 +2%
DAS
349
Diversify Advisory Services
Utah
$6.52M +$126K +1,994 +2%
CL
350
Choreo LLC
Illinois
$6.51M +$506K +8,112 +8%
12 13
14
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