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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
EWM
826
Evermay Wealth Management
Virginia
$1.07M
SCI
827
S&CO Inc
Massachusetts
$1.07M
CIA
828
Capital Investment Advisors
Georgia
$1.07M
BA
829
Ballew Advisors
Mississippi
$1.06M
SMWM
830
Silvia McColl Wealth Management
California
$1.06M
SL
831
SWMG LLC
Texas
$1.05M
OWA
832
Outlook Wealth Advisors
Texas
$1.04M
5SA
833
5th Street Advisors
Connecticut
$1.04M
EIP
834
Ellis Investment Partners
Pennsylvania
$1.03M
EFL
835
ERn Financial LLC
Wisconsin
$1.03M
EFS
836
Essex Financial Services
Connecticut
$1.02M
MWM
837
Mission Wealth Management
California
$1.02M
MCM
838
Mill Capital Management
North Carolina
$1.01M
WA
839
Wealthstar Advisors
Texas
$1.01M
MW
840
Maia Wealth
Colorado
$1.01M
TCWM
841
Total Clarity Wealth Management
Illinois
$1.01M
Financial Engines Advisors
842
Financial Engines Advisors
California
$1M
IWN
843
Independent Wealth Network
Iowa
$998K
CFP
844
Cascade Financial Partners
California
$997K
S
845
Sachetta
Massachusetts
$971K
VFO
846
Virtus Family Office
Texas
$970K
BFC
847
Blue Fin Capital
Rhode Island
$967K
NWM
848
Northcape Wealth Management
New York
$963K
DAS
849
Dynamic Advisor Solutions
Arizona
$961K
FNT
850
First National Trust
Pennsylvania
$960K