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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
BFS
426
Bradley Foster & Sargent
Connecticut
$3.19M -$23.3K -463 -0.7%
EF
427
Empowered Funds
Pennsylvania
$3.18M +$3.23M +64,225 New
TFGT
428
TS Financial Group (TSFG)
Illinois
$3.18M +$3.13M +62,337 +3,328%
PWA
429
Principia Wealth Advisory
Texas
$3.1M +$3.15M +62,600 New
SFFS
430
Stonehage Fleming Financial Services
Jersey
$3.09M
SHJ
431
Sharkey, Howes & Javer
Colorado
$3.07M +$3.12M +62,042 New
AP
432
Aspect Partners
Virginia
$3.07M -$122K -2,419 -4%
AFP
433
Ausdal Financial Partners
Iowa
$3.03M -$108K -2,156 -3%
PIMG
434
Patriot Investment Management Group
Tennessee
$3.03M -$278K -5,532 -8%
WT
435
Whittier Trust
California
$3.02M -$444K -8,835 -13%
RFC
436
Regions Financial Corp
Alabama
$3.02M +$45.5K +906 +2%
WA
437
Wealthstar Advisors
Texas
$3.01M +$3.06M +60,843 New
HFA
438
High Falls Advisors
New York
$2.99M +$3.03M +60,328 New
MWM
439
Modera Wealth Management
New Jersey
$2.98M -$197K -3,913 -6%
LI
440
LifeWealth Investments
Florida
$2.97M +$3.02M +60,058 New
CM
441
Cercano Management
Washington
$2.96M +$3.01M +59,869 New
FTWA
442
Fifth Third Wealth Advisors
Ohio
$2.94M +$1.1M +21,887 +59%
AF
443
Apollon Financial
South Carolina
$2.91M +$273K +5,432 +10%
PFA
444
Pettinga Financial Advisors
Indiana
$2.89M +$2.66M +52,955 +963%
TW
445
Towerpoint Wealth
California
$2.88M -$69.5K -1,384 -2%
BAM
446
Berkshire Asset Management
Pennsylvania
$2.86M
CI Investments Inc
447
CI Investments Inc
Ontario, Canada
$2.85M
EPAM
448
Evelyn Partners Asset Management
$2.84M +$2.88M +57,407 New
AAS
449
Ameritas Advisory Services
Nebraska
$2.84M +$1.24M +24,653 +75%
CCM
450
Carlson Capital Management
Minnesota
$2.84M +$5.03K +100 +0.2%

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.