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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
WRPWM
926
Werba Rubin Papier Wealth Management
California
$714K
EDRH
927
Edmond de Rothschild Holding
Switzerland
$713K
MW
928
MBL Wealth
North Carolina
$705K
GFPC
929
Global Financial Private Client
Florida
$703K
CT
930
Colonial Trust
South Carolina
$703K
FSWA
931
Financial Synergies Wealth Advisors
Texas
$694K
OFS
932
OneAscent Financial Services
Alabama
$692K
GWMR
933
GC Wealth Management RIA
Massachusetts
$689K
IIC
934
Integrated Investment Consultants
Michigan
$687K
SPA
935
Sentinel Pension Advisors
Massachusetts
$686K
MWM
936
Maridea Wealth Management
New York
$686K
PWA
937
Phoenix Wealth Advisors
North Carolina
$685K
BWL
938
Bogart Wealth LLC
Virginia
$685K
TWM
939
Tradition Wealth Management
Minnesota
$683K
JPWM
940
Jamison Private Wealth Management
Georgia
$679K
LNWWM
941
Laird Norton Wetherby Wealth Management
California
$677K
TPA
942
Trivium Point Advisory
Connecticut
$677K
TNA
943
True North Advisors
Texas
$676K
NWAG
944
Net Worth Advisory Group
Utah
$672K
NFTC
945
North Forty Two & Co
Oregon
$669K
AP
946
Appleton Partners
Massachusetts
$665K
TYCC
947
Texas Yale Capital Corp
Florida
$661K
AWM
948
Ameliora Wealth Management
Switzerland
$661K
WEG
949
World Equity Group
Illinois
$656K
VA
950
Valmark Advisers
Ohio
$654K