IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

1,562 hedge funds and large institutions have $25.1B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 614 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+40
Holders Change %
+2.63%
% of All Funds
20.93%
Holding in Top 10
143
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-10.06%
% of All Funds
1.92%
New
136
Increased
496
Reduced
614
Closed
69
Calls
$291M
Puts
$542M
Net Calls
-$251M
Net Calls Change
-$737K

Top Buyers

1
Citigroup
Citigroup
New York
+$284M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$274M
3
Prudential Financial
Prudential Financial
New Jersey
+$208M
4
PA
PFG Advisors
Arizona
+$146M
5
MCM
Mainstay Capital Management
Michigan
+$82.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$453M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$229M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$136M
4
Bank of America
Bank of America
North Carolina
-$62.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWMP
801
Clarion Wealth Managment Partners
Virginia
$1.12M +$1.12M +17,903 New
WMA
802
Wealth Management Associates
New Jersey
$1.11M -$31.8K -510 -3%
TPWA
803
Twin Peaks Wealth Advisors
California
$1.11M -$243K -3,854 -18%
JEST
804
JTC Employer Solutions Trustee
Jersey
$1.11M +$1.01M +16,122 +949%
CF
805
Crosspoint Financial
California
$1.11M – – –
IWA
806
IBEX Wealth Advisors
New Jersey
$1.11M +$1.11M +17,783 New
CST
807
Charles Schwab Trust
Nevada
$1.11M – – –
PFM
808
Phillips Financial Management
Indiana
$1.1M – – –
DG
809
DMC Group
Alabama
$1.1M -$1.07M -17,191 -49%
XT
810
XTX Topco
Cayman Islands
$1.1M +$374K +5,990 +52%
AWM
811
Accredited Wealth Management
Kentucky
$1.09M -$456K -7,306 -29%
SAM
812
S.A. Mason
Michigan
$1.09M -$622K -9,975 -36%
Luther King Capital Management (LKCM)
813
Luther King Capital Management (LKCM)
Texas
$1.08M -$1.06M – –
KIA
814
KCM Investment Advisors
California
$1.08M +$90.4K +1,450 +9%
TCA
815
Transcend Capital Advisors
New Jersey
$1.08M -$12.8K -206 -1%
AA
816
Auxano Advisors
Washington
$1.08M -$23.2K -372 -2%
PWAM
817
Private Wealth Asset Management
Iowa
$1.07M +$164K +2,625 +18%
EWM
818
Evermay Wealth Management
Virginia
$1.07M +$1.81K +29 +0.2%
SCI
819
S&CO Inc
Massachusetts
$1.07M – – –
CIA
820
Capital Investment Advisors
Georgia
$1.07M +$74.8K +1,200 +8%
BA
821
Ballew Advisors
Mississippi
$1.06M – – –
SMWM
822
Silvia McColl Wealth Management
California
$1.06M -$43.6K -699 -4%
SL
823
SWMG LLC
Texas
$1.05M -$1.04M -16,577 -50%
OWA
824
Outlook Wealth Advisors
Texas
$1.04M -$4.62K -74 -0.4%
5SA
825
5th Street Advisors
Connecticut
$1.04M +$25.7K +412 +3%
31 32
33
34 35