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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
BCP
926
Berkeley Capital Partners
Georgia
$474K +$15.6K +310 +3%
IP
927
Isthmus Partners
Wisconsin
$471K +$478K +9,520 New
CIA
928
Choate Investment Advisors
Massachusetts
$471K
WPA
929
West Paces Advisors
Georgia
$471K -$75.4K -1,500 -14%
WN
930
Williams & Novak
California
$470K
4A
931
4Wealth Advisors
Illinois
$469K +$476K +9,464 New
GT
932
Greenleaf Trust
Michigan
$466K -$25.9K -515 -5%
CRC
933
Catawba River Capital
South Carolina
$464K
EWM
934
Endowment Wealth Management
Wisconsin
$462K +$17K +339 +4%
PGFC
935
Peapack-Gladstone Financial Corp
New Jersey
$461K -$3.42K -68 -0.7%
XF
936
XML Financial
Maryland
$461K +$181K +3,600 +63%
TCTWM
937
Three Cord True Wealth Management
Pennsylvania
$460K +$467K +9,285 New
FTC
938
Farmers Trust Company
Ohio
$458K
BPWM
939
Badgley Phelps Wealth Managers
Washington
$457K +$233K +4,632 +101%
WAS
940
Winch Advisory Services
Wisconsin
$455K -$100K -1,991 -18%
CC
941
Callan Capital
California
$455K
RA
942
RFG Advisory
Alabama
$452K -$376K -7,479 -45%
WDC
943
Woodward Diversified Capital
California
$452K -$3.77K -75 -0.8%
ESB
944
Essex Savings Bank
Connecticut
$450K +$39.7K +791 +10%
BI
945
Beckerman Institutional
New Jersey
$447K +$102K +2,034 +29%
RWA
946
Redhawk Wealth Advisors
Minnesota
$447K +$16.9K +337 +4%
TSWM
947
Tyler-Stone Wealth Management
Ohio
$446K
BOPW
948
Brandywine Oak Private Wealth
Pennsylvania
$446K
HA
949
Helium Advisors
Washington
$445K +$451K +8,985 New
BAAM
950
Baker Avenue Asset Management
California
$444K +$72.6K +1,445 +19%

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.