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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
WA
526
WBH Advisory
Maryland
$1.95M -$5.18K -103 -0.3%
FPWM
527
Five Pine Wealth Management
Idaho
$1.94M +$1.97M +39,129 New
IPW
528
Inlet Private Wealth
Florida
$1.92M +$152K +3,030 +8%
SOS
529
Silver Oak Securities
Tennessee
$1.92M -$102K -2,023 -5%
NPFS
530
Novak & Powell Financial Services
Florida
$1.91M -$23.8K -474 -1%
TPI
531
Trust Point Inc
Wisconsin
$1.9M
RDWM
532
Red Door Wealth Management
Tennessee
$1.9M +$294K +5,856 +18%
TPWA
533
TRUE Private Wealth Advisors
Oregon
$1.9M +$87.2K +1,735 +5%
SC
534
Scotia Capital
Ontario, Canada
$1.89M -$560K -11,135 -23%
HCM
535
Howland Capital Management
Massachusetts
$1.89M +$1.86K +37 +0.1%
IC
536
Iconiq Capital
California
$1.89M
BJL
537
Brighton Jones LLC
Washington
$1.86M +$1.89M +37,649 New
MWM
538
Mosley Wealth Management
California
$1.86M +$102K +2,031 +6%
LWM
539
Liberty Wealth Management
California
$1.85M +$1.56M +30,999 +481%
MHS
540
M Holdings Securities
Oregon
$1.85M +$1.32M +26,196 +235%
PCTC
541
Perkins Coie Trust Company
Washington
$1.85M
SB
542
Strategic Blueprint
Georgia
$1.84M +$1.87M +37,174 New
BAG
543
Bridgewealth Advisory Group
California
$1.83M +$420K +8,366 +34%
TSS
544
Two Sigma Securities
New York
$1.82M +$721K +14,357 +64%
GC
545
Garde Capital
Washington
$1.81M +$528K +10,511 +40%
AT
546
Arlington Trust
Alabama
$1.81M
SAM
547
SignalPoint Asset Management
Missouri
$1.81M -$122K -2,424 -6%
SA
548
Sunesis Advisors
Kansas
$1.81M
AT
549
American Trust
Kentucky
$1.8M +$1.83M +36,348 New
UAS
550
United Asset Strategies
New York
$1.79M -$86.7K -1,725 -5%

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.