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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 %
SC
426
Sepio Capital
Utah
$4.69M – – –
FTWA
427
Fifth Third Wealth Advisors
Ohio
$4.67M +$609K +9,771 +15%
GC
428
Gibson Capital
Pennsylvania
$4.67M -$634K -10,164 -12%
AFG
429
Altiora Financial Group
Ohio
$4.66M -$1.44M -23,048 -24%
ICM
430
Intrepid Capital Management
Florida
$4.66M +$15.5K +248 +0.3%
MCA
431
Midwest Capital Advisors
Michigan
$4.62M +$703K +11,276 +18%
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$4.61M +$291K +4,672 +7%
MA
433
Mutual Advisors
Nebraska
$4.59M -$5.08M -80,718 -53%
FHA
434
First Horizon Advisors
Tennessee
$4.58M -$507K -8,130 -10%
DSN
435
D. Scott Neal
Kentucky
$4.57M -$25.8K -413 -0.6%
WANY
436
Wealthspire Advisors (New York)
New York
$4.54M -$728K -11,674 -14%
AWA
437
Amplius Wealth Advisors
Pennsylvania
$4.48M -$442K -7,090 -9%
WC
438
Waterloo Capital
Texas
$4.45M +$75.8K +1,216 +2%
WQ
439
Wealth Quarterback
New Jersey
$4.41M +$1.4M +22,520 +47%
AF
440
Apollon Financial
South Carolina
$4.36M +$312K +5,001 +8%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$4.35M -$122K -1,960 -3%
CCA
442
Cobblestone Capital Advisors
New York
$4.34M – – –
NF
443
NavPoint Financial
Minnesota
$4.33M – – –
PC
444
Promus Capital
Illinois
$4.32M +$54.6K +875 +1%
VA
445
VestGen Advisors
Illinois
$4.31M -$750K -11,872 -15%
PPA
446
Pacific Point Advisors
California
$4.29M – – –
ISWM
447
Independent Solutions Wealth Management
New York
$4.28M +$1.16M +18,545 +37%
LIA
448
LifePlan Investment Advisors
North Carolina
$4.28M -$254K -4,070 -6%
FMN
449
Financial Management Network
California
$4.27M -$132K -2,095 -3%
MCM
450
Mengis Capital Management
Oregon
$4.25M -$74.2K -1,190 -2%
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