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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
OWA
826
Outlook Wealth Advisors
Texas
$1.04M
5SA
827
5th Street Advisors
Connecticut
$1.04M
EIP
828
Ellis Investment Partners
Pennsylvania
$1.03M
EFL
829
ERn Financial LLC
Wisconsin
$1.03M
EFS
830
Essex Financial Services
Connecticut
$1.02M
MWM
831
Mission Wealth Management
California
$1.02M
MCM
832
Mill Capital Management
North Carolina
$1.01M
WA
833
Wealthstar Advisors
Texas
$1.01M
MW
834
Maia Wealth
Colorado
$1.01M
TCWM
835
Total Clarity Wealth Management
Illinois
$1.01M
Financial Engines Advisors
836
Financial Engines Advisors
California
$1M
IWN
837
Independent Wealth Network
Iowa
$998K
CFP
838
Cascade Financial Partners
California
$997K
S
839
Sachetta
Massachusetts
$971K
VFO
840
Virtus Family Office
Texas
$970K
BFC
841
Blue Fin Capital
Rhode Island
$967K
NWM
842
Northcape Wealth Management
New York
$963K
DAS
843
Dynamic Advisor Solutions
Arizona
$961K
FNT
844
First National Trust
Pennsylvania
$960K
HW
845
HORAN Wealth
Ohio
$959K
DT
846
Diversified Trust
Tennessee
$959K
AWE
847
Avidian Wealth Enterprises
Texas
$958K
CCWA
848
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$958K
BWMG
849
Barnes Wealth Management Group
California
$957K
PWA
850
Provenance Wealth Advisors
Florida
$954K