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iShares Gold Trust

1,569 hedge funds and large institutions have $25.2B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 616 reducing their positions, and 70 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:

10% less funds holding in top 10

Funds holding in top 10: 160144 (-16)

19% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 616

46% less call options, than puts

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

Holders
1,569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
144
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
BWA
801
Beam Wealth Advisors
Louisiana
$1.12M
HC
802
Hamilton Capital
Ohio
$1.12M
CWMP
803
Clarion Wealth Managment Partners
Virginia
$1.12M
WMA
804
Wealth Management Associates
New Jersey
$1.11M
TPWA
805
Twin Peaks Wealth Advisors
California
$1.11M
JEST
806
JTC Employer Solutions Trustee
Jersey
$1.11M
CF
807
Crosspoint Financial
California
$1.11M
IWA
808
IBEX Wealth Advisors
New Jersey
$1.11M
CST
809
Charles Schwab Trust
Nevada
$1.11M
PFM
810
Phillips Financial Management
Indiana
$1.1M
DG
811
DMC Group
Alabama
$1.1M
XT
812
XTX Topco
Cayman Islands
$1.1M
AWM
813
Accredited Wealth Management
Kentucky
$1.09M
SAM
814
S.A. Mason
Michigan
$1.09M
Luther King Capital Management (LKCM)
815
Luther King Capital Management (LKCM)
Texas
$1.08M
KIA
816
KCM Investment Advisors
California
$1.08M
TCA
817
Transcend Capital Advisors
New Jersey
$1.08M
AA
818
Auxano Advisors
Washington
$1.08M
PWAM
819
Private Wealth Asset Management
Iowa
$1.07M
EWM
820
Evermay Wealth Management
Virginia
$1.07M
SCI
821
S&CO Inc
Massachusetts
$1.07M
CIA
822
Capital Investment Advisors
Georgia
$1.07M
BA
823
Ballew Advisors
Mississippi
$1.06M
SMWM
824
Silvia McColl Wealth Management
California
$1.06M
SL
825
SWMG LLC
Texas
$1.05M