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iShares Gold Trust

1,575 hedge funds and large institutions have $25.3B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 498 increasing their positions, 618 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less funds holding in top 10

Funds holding in top 10: 161146 (-15)

19% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 618

46% less call options, than puts

Call options by funds: $291M | Put options by funds: $542M

Holders
1,575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
146
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$291M
Puts
$542M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
801
Kayne Anderson Rudnick Investment Management
California
$1.14M
BFA
802
Bright Financial Advisors
Michigan
$1.14M
NG
803
Novem Group
New York
$1.14M
SSWM
804
Sheets Smith Wealth Management
North Carolina
$1.14M
NRC
805
New Republic Capital
North Carolina
$1.13M
NFP
806
Narus Financial Partners
Utah
$1.12M
BWA
807
Beam Wealth Advisors
Louisiana
$1.12M
HC
808
Hamilton Capital
Ohio
$1.12M
CWMP
809
Clarion Wealth Managment Partners
Virginia
$1.12M
WMA
810
Wealth Management Associates
New Jersey
$1.11M
TPWA
811
Twin Peaks Wealth Advisors
California
$1.11M
JEST
812
JTC Employer Solutions Trustee
Jersey
$1.11M
CF
813
Crosspoint Financial
California
$1.11M
IWA
814
IBEX Wealth Advisors
New Jersey
$1.11M
CST
815
Charles Schwab Trust
Nevada
$1.11M
PFM
816
Phillips Financial Management
Indiana
$1.1M
DG
817
DMC Group
Alabama
$1.1M
XT
818
XTX Topco
Cayman Islands
$1.1M
AWM
819
Accredited Wealth Management
Kentucky
$1.09M
SAM
820
S.A. Mason
Michigan
$1.09M
Luther King Capital Management (LKCM)
821
Luther King Capital Management (LKCM)
Texas
$1.08M
KIA
822
KCM Investment Advisors
California
$1.08M
TCA
823
Transcend Capital Advisors
New Jersey
$1.08M
AA
824
Auxano Advisors
Washington
$1.08M
PWAM
825
Private Wealth Asset Management
Iowa
$1.07M