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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
LIA
401
LifePlan Investment Advisors
North Carolina
$3.57M +$138K +2,747 +4%
SWA
402
Stratos Wealth Advisors
Ohio
$3.53M +$640K +12,732 +22%
EWM
403
Evermay Wealth Management
Virginia
$3.51M -$12K -238 -0.3%
DSN
404
D. Scott Neal
Kentucky
$3.46M -$38.3K -763 -1%
NF
405
NavPoint Financial
Minnesota
$3.44M -$2.41K -48 -0.1%
MCM
406
Mengis Capital Management
Oregon
$3.43M -$40.2K -800 -1%
SW
407
Signify Wealth
Missouri
$3.42M +$226K +4,496 +7%
CCA
408
Cobblestone Capital Advisors
New York
$3.42M
FSA
409
Financial Sense Advisors
California
$3.38M +$115K +2,288 +3%
RG
410
Rathbones Group
United Kingdom
$3.35M +$31.2K +620 +0.9%
ICM
411
Intrepid Capital Management
Florida
$3.35M +$1.04M +20,611 +44%
FA
412
Financial Alternatives
California
$3.35M -$18.6K -370 -0.5%
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$3.34M +$67.7K +1,348 +2%
Charles Schwab
414
Charles Schwab
California
$3.33M -$576K -11,463 -15%
Simplex Trading
415
Simplex Trading
Illinois
$3.33M +$3.38M +67,330 New
EFM
416
E Fund Management
China
$3.33M -$472K -9,402 -12%
FSBI
417
Fearless Solutions (Best Invest)
Texas
$3.31M +$3.36M +66,861 New
GVAG
418
Great Valley Advisor Group
Delaware
$3.29M -$36.7K -731 -1%
PA
419
Parallel Advisors
California
$3.28M -$173K -3,449 -5%
IWA
420
Icon Wealth Advisors
Texas
$3.28M +$3.33M +66,233 New
P
421
&Partners
Tennessee
$3.28M -$273K -5,435 -8%
USCWA
422
U.S. Capital Wealth Advisors
Texas
$3.27M +$2.91M +57,815 +700%
FHA
423
First Horizon Advisors
Tennessee
$3.27M +$715K +14,237 +27%
ES
424
Eagle Strategies
New York
$3.19M +$167K +3,320 +5%
PC
425
Promus Capital
Illinois
$3.19M +$3.23M +64,363 New

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.