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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
FCP
451
Fidelis Capital Partners
Florida
$2.81M +$97.5K +1,941 +4%
GWM
452
Geneos Wealth Management
Colorado
$2.79M -$61.9K -1,232 -2%
GAM
453
Gould Asset Management
California
$2.74M -$53.5K -1,065 -2%
OCM
454
One Capital Management
California
$2.74M -$127K -2,533 -4%
FLPIM
455
F.L. Putnam Investment Management
Massachusetts
$2.73M -$9.8K -195 -0.4%
Asset Management One
456
Asset Management One
Japan
$2.73M -$497K -9,900 -15%
SFS
457
Security Financial Services
Indiana
$2.72M +$2.76M +54,918 New
PFPT
458
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.71M -$194K -3,853 -7%
FCM
459
Firestone Capital Management
Florida
$2.7M +$67.6K +1,346 +3%
DC
460
Dahring Cusmano
Michigan
$2.7M +$2.74M +54,516 New
TSW
461
Thompson Siegel & Walmsley
Virginia
$2.7M
SCA
462
Snowden Capital Advisors
New York
$2.69M +$574K +11,426 +27%
FTA
463
Financial & Tax Architects
Missouri
$2.67M -$88.4K -1,760 -3%
AZ
464
Alpha Zero
Florida
$2.67M +$2.71M +53,855 New
Nomura Asset Management
465
Nomura Asset Management
Japan
$2.65M +$10.1K +200 +0.4%
UCB
466
United Community Bank
South Carolina
$2.65M -$502 -10 -0%
CL
467
COWA LLC
Oklahoma
$2.64M -$254K -5,049 -9%
ISWM
468
Independent Solutions Wealth Management
New York
$2.62M +$2.44M +48,567 +1,116%
TFM
469
Trademark Financial Management
Minnesota
$2.6M -$6.38K -127 -0.2%
LA
470
LM Advisors
California
$2.59M -$50 -1 -0%
AWM
471
Avior Wealth Management
Nebraska
$2.59M +$156K +3,098 +6%
Legacy Financial Group (Iowa)
472
Legacy Financial Group (Iowa)
Iowa
$2.55M +$2.59M +51,560 New
MFG
473
Merit Financial Group
Georgia
$2.55M +$1.66M +32,975 +178%
HI
474
Harbour Investments
Wisconsin
$2.55M +$243K +4,832 +10%
LIA
475
Lynx Investment Advisory
District of Columbia
$2.52M

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.