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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 %
FSA
451
Financial Sense Advisors
California
$4.23M -$51.9K -833 -1%
AAP
452
Arax Advisory Partners
Colorado
$4.22M -$279K -3,998 -6%
IWM
453
IHT Wealth Management
Illinois
$4.22M +$1.33M +21,342 +46%
AIM
454
Alhambra Investment Management
Florida
$4.21M -$1.16M -18,676 -22%
DRS
455
Deane Retirement Strategies
Louisiana
$4.19M -$2.03M -32,542 -33%
AP
456
Aspect Partners
Virginia
$4.19M +$158K +2,530 +4%
ICP
457
Interchange Capital Partners
Pennsylvania
$4.18M -$162K -2,597 -4%
BFS
458
Bradley Foster & Sargent
Connecticut
$4.17M +$160K +2,566 +4%
CI
459
CPR Investments
Michigan
$4.16M +$1.82M +29,234 +78%
CPIG
460
Chicago Partners Investment Group
Illinois
$4.15M +$4.15M +64,920 New
FA
461
Financial Alternatives
California
$4.15M -$51.4K -824 -1%
OCM
462
One Capital Management
California
$4.14M +$584K +9,362 +16%
PSCM
463
Per Stirling Capital Management
Texas
$4.09M +$4.09M +65,546 New
RBWA
464
RFG - Bristol Wealth Advisors
Massachusetts
$4.05M -$3.82M -61,223 -49%
DADC
465
D.A. Davidson & Co
Montana
$3.99M -$1.79M -28,742 -31%
WWA
466
WCG Wealth Advisors
Nevada
$3.98M -$62.3K -999 -2%
BFG
467
Beacon Financial Group
Texas
$3.97M +$26.6K +426 +0.7%
B
468
Bensler
Washington
$3.97M +$359K +5,753 +10%
MWM
469
Modera Wealth Management
New Jersey
$3.95M +$41.6K +667 +1%
WCA
470
Westover Capital Advisors
Delaware
$3.94M +$586K +9,396 +17%
AT
471
American Trust
Kentucky
$3.94M +$3.94M +63,176 New
LWM
472
Liberty Wealth Management
California
$3.92M +$3.92M +62,890 New
GCM
473
Gunderson Capital Management
South Carolina
$3.92M -$83.6K -1,340 -2%
KFGK
474
Keystone Financial Group (Kentucky)
Kentucky
$3.9M -$369K -5,920 -9%
CPM
475
Connective Portfolio Management
New York
$3.89M +$877K +14,000 +29%
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