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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
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$55.4M +$54.8M +1,091,440 +4,039%
A
52
Allianz
Germany
$52M +$2M +39,837 +4%
AWM
53
Axxcess Wealth Management
California
$51.6M +$75.3K +1,498 +0.1%
CAAS
54
Capital Asset Advisory Services
Michigan
$51.5M +$620K +12,341 +1%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$51.2M +$17.8M +354,831 +52%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$48.8M +$750K +14,935 +2%
PC
57
Permanens Capital
New York
$48.8M +$6.57M +130,676 +15%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$48.3M +$1.24M +24,640 +3%
OA
59
Oxbow Advisors
Texas
$47.8M -$241K -4,794 -0.5%
MML Investors Services
60
MML Investors Services
Massachusetts
$47.6M +$21.9M +435,807 +83%
BIAS
61
Beacon Investment Advisory Services
New Jersey
$46.4M -$4.91M -97,704 -9%
TFCP
62
Twin Focus Capital Partners
Massachusetts
$44.5M +$5.56M +110,733 +14%
SA
63
Sanctuary Advisors
Indiana
$42.3M +$645K +12,841 +2%
OIA
64
OneDigital Investment Advisors
Kansas
$41.4M +$17.5M +348,963 +72%
Deutsche Bank
65
Deutsche Bank
Germany
$41.3M +$3.99M +79,411 +11%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$40.2M +$23.5M +467,948 +136%
GG
67
GenWealth Group
New Jersey
$39.5M -$203K -4,044 -0.5%
CWM
68
Circle Wealth Management
New Jersey
$39.2M -$5.18K -103 -0%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$39.1M +$3.75M +74,664 +10%
IA
70
Intellus Advisors
Florida
$38.7M +$39.3M +782,214 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$38M +$36.9M +734,327 +2,183%
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$37.8M -$1.97M -39,258 -5%
Creative Planning
73
Creative Planning
Kansas
$37.6M -$1.94M -38,557 -5%
DWM
74
Dynasty Wealth Management
Florida
$37.3M +$8.52M +169,497 +29%
BFO
75
Biltmore Family Office
North Carolina
$35.9M -$161K -3,213 -0.4%

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.