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iShares Gold Trust

1,575 hedge funds and large institutions have $25.3B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 498 increasing their positions, 618 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less funds holding in top 10

Funds holding in top 10: 161146 (-15)

19% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 618

46% less call options, than puts

Call options by funds: $291M | Put options by funds: $542M

Holders
1,575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
146
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$291M
Puts
$542M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
451
Independent Solutions Wealth Management
New York
$4.28M
LIA
452
LifePlan Investment Advisors
North Carolina
$4.28M
FMN
453
Financial Management Network
California
$4.27M
MCM
454
Mengis Capital Management
Oregon
$4.25M
FSA
455
Financial Sense Advisors
California
$4.23M
AAP
456
Arax Advisory Partners
Colorado
$4.22M
IWM
457
IHT Wealth Management
Illinois
$4.22M
FSBI
458
Fearless Solutions (Best Invest)
Texas
$4.22M
AIM
459
Alhambra Investment Management
Florida
$4.21M
DRS
460
Deane Retirement Strategies
Louisiana
$4.19M
AP
461
Aspect Partners
Virginia
$4.19M
ICP
462
Interchange Capital Partners
Pennsylvania
$4.18M
BFS
463
Bradley Foster & Sargent
Connecticut
$4.17M
CI
464
CPR Investments
Michigan
$4.16M
CPIG
465
Chicago Partners Investment Group
Illinois
$4.15M
FA
466
Financial Alternatives
California
$4.15M
OCM
467
One Capital Management
California
$4.14M
PSCM
468
Per Stirling Capital Management
Texas
$4.09M
RBWA
469
RFG - Bristol Wealth Advisors
Massachusetts
$4.05M
DADC
470
D.A. Davidson & Co
Montana
$3.99M
WWA
471
WCG Wealth Advisors
Nevada
$3.98M
BFG
472
Beacon Financial Group
Texas
$3.97M
B
473
Bensler
Washington
$3.97M
MWM
474
Modera Wealth Management
New Jersey
$3.95M
WCA
475
Westover Capital Advisors
Delaware
$3.94M