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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 %
RWS
351
Rochester Wealth Strategies
Michigan
$6.5M -$369K -5,922 -5%
Lido Advisors
352
Lido Advisors
California
$6.48M -$725K -11,622 -10%
PIM
353
Parker Investment Management
California
$6.42M -$35.9M -575,510 -85%
WFA
354
Wellspring Financial Advisors
Ohio
$6.41M – – –
KFS
355
Kelly Financial Services
Massachusetts
$6.4M -$187K -3,002 -3%
FFA
356
Farther Finance Advisors
California
$6.33M -$3.43M -54,931 -35%
DA
357
DCF Advisers
Connecticut
$6.24M – – –
BWM
358
Bulltick Wealth Management
Florida
$6.23M -$5.57M -89,329 -47%
NW
359
NewEdge Wealth
Pennsylvania
$6.2M -$526K -8,216 -8%
FFG
360
Fiduciary Financial Group
California
$6.19M +$14.9K +237 +0.2%
SCI
361
Stableford Capital II
Arizona
$6.17M -$92.6K -1,472 -1%
CFG
362
Citizens Financial Group
Rhode Island
$6.08M -$447K -7,169 -7%
AC
363
Avestar Capital
New York
$6.05M +$273K +4,374 +5%
PHS
364
Pekin Hardy Strauss
Illinois
$6.03M +$91.2K +1,463 +2%
AF
365
Advisornet Financial
Minnesota
$6.01M -$68.6K -1,100 -1%
BOC
366
Bull Oak Capital
California
$6M +$6M +96,172 New
CIA
367
Concurrent Investment Advisors
Florida
$6M +$2.86M +45,875 +91%
MAS
368
Madden Advisory Services
Florida
$5.97M -$46.8K -750 -0.8%
PCWA
369
Pacific Capital Wealth Advisors
California
$5.97M -$442K -7,028 -7%
SWM
370
Spire Wealth Management
Virginia
$5.96M -$2.66M -43,663 -31%
KA
371
Kure Advisory
Minnesota
$5.91M +$197K +3,162 +3%
CNB
372
Camden National Bank
Maine
$5.84M -$35.7K -573 -0.6%
SFO
373
Stokes Family Office
Louisiana
$5.83M +$155K +2,491 +3%
CGA
374
Crescent Grove Advisors
Illinois
$5.82M +$829K +13,296 +17%
LWA
375
Lineweaver Wealth Advisors
Ohio
$5.78M +$403K +6,465 +7%
13 14
15
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