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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
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$126M +$7.44M +148,099 +6%
ET
27
Equitable Trust
Tennessee
$122M -$5.6M -111,530 -4%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$113M +$4.99M +99,319 +5%
PCP
29
Proficio Capital Partners
Massachusetts
$111M +$4.45M +88,620 +4%
Stifel Financial
30
Stifel Financial
Missouri
$102M +$17.6M +350,559 +21%
GAG
31
GM Advisory Group
New York
$102M +$1.8M +35,827 +2%
TAM
32
Tocqueville Asset Management
New York
$99M -$1.19M -23,601 -1%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$92.1M +$1.31M +26,057 +1%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$91.2M +$6.96M +138,592 +8%
AL
35
Arnhold LLC
New York
$87M
MD
36
Money Design
Japan
$82.3M +$2.47M +49,061 +3%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$78.7M +$4.78M +95,040 +6%
MCM
38
Moon Capital Management
New York
$77.2M
JMFC
39
J.M. Forbes & Co
Massachusetts
$69.1M +$572K +11,375 +0.8%
FCAS
40
First Command Advisory Services
Texas
$68.2M -$1.09M -21,743 -2%
AG
41
AlTi Global
New York
$67.6M +$4.39M +87,311 +7%
CTC
42
Central Trust Company
Missouri
$66.5M -$6.3M -125,399 -9%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$66.3M +$6.39M +127,253 +11%
Mariner
44
Mariner
Kansas
$64.7M +$2.93M +58,267 +5%
CAM
45
Cresset Asset Management
Illinois
$64.2M +$2.84M +56,499 +5%
TWM
46
Tanglewood Wealth Management
Texas
$63.5M +$2.88M +57,373 +5%
Goldman Sachs
47
Goldman Sachs
New York
$60.3M +$20M +398,242 +49%
Franklin Resources
48
Franklin Resources
California
$59.8M -$2.4M -47,768 -4%
Osaic Holdings
49
Osaic Holdings
Arizona
$57.5M +$3.8M +75,599 +7%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$56.3M +$3.13M +62,195 +6%

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.