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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
WC
576
Waterloo Capital
Texas
$1.59M -$210K -4,171 -12%
CPM
577
Connective Portfolio Management
New York
$1.59M
FPW
578
Flywheel Private Wealth
California
$1.58M +$1.61M +31,942 New
SAM
579
Satovsky Asset Management
New York
$1.58M -$80.6K -1,604 -5%
EE
580
EWG Elevate
California
$1.57M +$98.9K +1,969 +7%
OFA
581
Oak Family Advisors
Illinois
$1.56M -$54.6K -1,087 -3%
RZH
582
Relyea Zuckerberg Hanson
Connecticut
$1.56M
GRP
583
Global Retirement Partners
California
$1.56M +$231K +4,590 +17%
RC
584
Roundview Capital
New Jersey
$1.55M +$17.6K +350 +1%
SC
585
Savant Capital
Illinois
$1.55M +$326K +6,494 +26%
CSWG
586
Cardinal Strategic Wealth Guidance
Kentucky
$1.55M +$1.57M +31,216 New
KWA
587
Kingswood Wealth Advisors
California
$1.54M +$1.56M +31,077 New
SAI
588
Savvy Advisors Inc
New York
$1.53M +$488K +9,712 +46%
JWCA
589
J.W. Cole Advisors
Florida
$1.53M -$267K -5,321 -15%
CIA
590
Concurrent Investment Advisors
Florida
$1.52M +$824K +16,389 +115%
NW
591
Naviter Wealth
Arkansas
$1.52M +$5.03K +100 +0.3%
AIS
592
Accredited Investor Services
Minnesota
$1.51M +$1.53M +30,493 New
ACM
593
Avalon Capital Management
California
$1.5M -$221K -4,407 -13%
MSFS
594
Main Street Financial Solutions
Pennsylvania
$1.5M -$147K -2,923 -9%
BFG
595
Beacon Financial Group
Texas
$1.49M +$1.52M +30,173 New
CA
596
Clearstead Advisors
Ohio
$1.49M -$52K -1,034 -3%
FP
597
FFG Partners
Florida
$1.47M +$20.1K +400 +1%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$1.47M +$53.1K +1,057 +4%
FFN
599
Focus Financial Network
Minnesota
$1.46M -$1.03M -20,568 -41%
BA
600
Bristlecone Advisors
Washington
$1.46M -$804 -16 -0.1%

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.