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iShares Gold Trust

1,523 hedge funds and large institutions have $23.7B invested in iShares Gold Trust in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 626 increasing their positions, 398 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,523
Holders Change
+127
Holders Change %
+9.1%
% of All Funds
20.69%
Holding in Top 10
159
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+28.23%
% of All Funds
2.16%
New
214
Increased
626
Reduced
398
Closed
48
Calls
$198M
Puts
$449M
Net Calls
-$251M
Net Calls Change
+$635M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$73.8M -$5.15M -87,280 -7%
Franklin Resources
52
Franklin Resources
California
$73.1M +$1.79M +30,440 +3%
OIA
53
OneDigital Investment Advisors
Kansas
$72.7M +$23.3M +395,888 +47%
DWM
54
Dynasty Wealth Management
Florida
$71.1M +$26.6M +451,752 +60%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$70.6M +$22.8M +386,410 +48%
EAM
56
Erste Asset Management
Austria
$68.6M +$68.6M +1,164,000 New
A
57
Allianz
Germany
$64.6M +$2.62M +44,359 +4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$62.3M +$4.81M +81,582 +8%
Charles Schwab
59
Charles Schwab
California
$57.9M +$53.9M +913,987 +1,357%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$57.8M +$12.5M +212,603 +28%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$57.3M -$904K -15,335 -2%
OA
62
Oxbow Advisors
Texas
$57M +$163K +2,769 +0.3%
AWM
63
Axxcess Wealth Management
California
$57M -$4.4M -74,673 -7%
Deutsche Bank
64
Deutsche Bank
Germany
$56.6M +$7.41M +125,716 +15%
CAAS
65
Capital Asset Advisory Services
Michigan
$55.9M -$5.15M -87,396 -8%
BIAS
66
Beacon Investment Advisory Services
New Jersey
$53.6M -$1.57M -26,575 -3%
PC
67
Permanens Capital
New York
$51.5M -$6.61M -112,194 -11%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$51.2M +$8.92M +151,219 +21%
TIAA Trust, National Association
69
TIAA Trust, National Association
North Carolina
$49.8M +$7.21M +122,209 +17%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$49.3M +$3.03M +52,200 +7%
TFCP
71
Twin Focus Capital Partners
Massachusetts
$49M -$3.91M -66,349 -7%
CWM
72
Circle Wealth Management
New Jersey
$47.8M +$1.09M +18,413 +2%
GG
73
GenWealth Group
New Jersey
$46.9M -$77.4K -1,312 -0.2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$46.7M +$6.52M +110,517 +16%
NA
75
NewEdge Advisors
Louisiana
$46.2M +$16M +270,790 +53%