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iShares Gold Trust

1,410 hedge funds and large institutions have $18.6B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 501 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 382

15% more funds holding

Funds holding: 1,2251,410 (+185)

5% more capital invested

Capital invested by funds: $17.7B → $18.6B (+$915M)

0.07% less ownership

Funds ownership: 56.23%56.16% (-0.07%)

6% less funds holding in top 10

Funds holding in top 10: 136128 (-8)

75% less call options, than puts

Call options by funds: $297M | Put options by funds: $1.18B

Holders
1,410
Holders Change
+185
Holders Change %
+15.1%
% of All Funds
18.57%
Holding in Top 10
128
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.88%
% of All Funds
1.69%
New
260
Increased
501
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
Meridian Wealth Management
Kentucky
$556K -$19.6K -391 -3%
WRPWM
877
Werba Rubin Papier Wealth Management
California
$556K
5SA
878
5th Street Advisors
Connecticut
$555K +$189K +3,754 +50%
MFWP
879
Mosaic Family Wealth Partners
Missouri
$553K -$4.27K -85 -0.8%
KWM
880
Keebeck Wealth Management
Illinois
$552K -$44.2K -879 -7%
BMA
881
Brooks Moore & Associates
Tennessee
$549K +$25.1K +500 +5%
AP
882
Appleton Partners
Massachusetts
$548K -$5.43K -108 -1%
WC
883
Whitney & Co
New York
$546K -$136K -2,709 -20%
Betterment LLC
884
Betterment LLC
New York
$546K +$10K +199 +2%
HW
885
Hancock Whitney
Mississippi
$546K
HPM
886
Hoxton Planning & Management
West Virginia
$545K +$553K +11,015 New
OWA
887
Outlook Wealth Advisors
Texas
$541K -$201 -4 -0%
LF
888
Lantz Financial
Illinois
$540K +$548K +10,900 New
JPWM
889
Jamison Private Wealth Management
Georgia
$539K +$547K +10,887 New
SPA
890
Sentinel Pension Advisors
Massachusetts
$538K +$553 +11 +0.1%
BHWM
891
Bay Harbor Wealth Management
Maryland
$536K +$544K +10,836 New
BWL
892
Bogart Wealth LLC
Virginia
$535K
SIAM
893
Sterling Investment Advisors (Missouri)
Missouri
$535K -$74.8K -1,488 -12%
VCM
894
Viewpoint Capital Management
Washington
$534K +$6.93K +138 +1%
GFPC
895
Global Financial Private Client
Florida
$534K +$88.6K +1,763 +20%
TNA
896
True North Advisors
Texas
$527K
AFG
897
Arkansas Financial Group
Arkansas
$527K +$149K +2,959 +38%
KFGK
898
Keystone Financial Group (Kentucky)
Kentucky
$520K +$528K +10,512 New
SFP
899
Shepherd Financial Partners
Massachusetts
$518K -$1.46K -29 -0.3%
OFS
900
OneAscent Financial Services
Alabama
$517K +$525K +10,450 New

IAU Hedge Fund Activity: Q4 2024 in Review

1,410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2024, worth a combined $18.6B — up 5.2% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new IAU positions and 46 closed out — a net gain of 214 holders — while 501 added to existing stakes and 382 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $122M.

  • 1,410 institutional investors held iShares Gold Trust (IAU) as of Q4 2024, up from 1,225 in Q3 2024.
  • Funds reported $18.6B of iShares Gold Trust stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 260 funds opened new iShares Gold Trust positions in Q4 2024 and 46 closed out, a net change of +214 holders.
  • The largest iShares Gold Trust buyer in Q4 2024 was Envestnet Asset Management, an estimated $362M added.
  • The largest iShares Gold Trust seller in Q4 2024 was JP Morgan Chase, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.