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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
VR
551
Valued Retirements
Texas
$1.78M -$124K -2,469 -6%
FM
552
Family Management
New York
$1.78M
RIA
553
Regal Investment Advisors
Michigan
$1.78M +$822K +16,354 +84%
BO
554
Bank OZK
Arkansas
$1.77M -$49K -976 -3%
FFA
555
Farther Finance Advisors
California
$1.77M +$438K +8,720 +32%
SA
556
Scarborough Advisors
Maryland
$1.76M +$1.79M +35,637 New
SW
557
Simplicity Wealth
New Jersey
$1.76M -$525K -10,457 -23%
SIS
558
Strategic Investment Solutions
Illinois
$1.75M -$170K -3,393 -7%
ECM
559
Evergreen Capital Management
Washington
$1.75M
CM
560
Columbus Macro
Pennsylvania
$1.74M +$1.77M +35,209 New
HWP
561
Highline Wealth Partners
California
$1.73M +$60.1K +1,196 +4%
NRC
562
New Republic Capital
North Carolina
$1.73M +$1.24M +24,688 +241%
LCAM
563
London & Capital Asset Management
United Kingdom
$1.73M +$325K +6,465 +23%
OAP
564
One Advisory Partners
Kansas
$1.71M +$1.73M +34,466 New
MGWM
565
Marks Group Wealth Management
Minnesota
$1.7M -$10.5K -209 -0.6%
VFO
566
Virtus Family Office
Texas
$1.68M -$402K -8,008 -19%
JF
567
JSF Financial
California
$1.68M -$18M -357,680 -91%
OFP
568
OFC Financial Planning
New Jersey
$1.68M +$1.7M +33,839 New
WQ
569
Wealth Quarterback
New Jersey
$1.64M +$629K +12,512 +61%
HFP
570
Holistic Financial Partners
Indiana
$1.63M
WANY
571
Wealthspire Advisors (New York)
New York
$1.62M +$132K +2,622 +9%
SMA
572
Sage Mountain Advisors
Georgia
$1.62M
TWP
573
Triad Wealth Partners
Kansas
$1.61M +$1.63M +32,503 New
HGWM
574
Horst & Graben Wealth Management
Oregon
$1.6M +$1.62M +32,337 New
NEPWA
575
New England Private Wealth Advisors
Massachusetts
$1.6M +$126K +2,500 +8%

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.