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iShares Gold Trust
IAU

Overview Fund Activity

1,562 hedge funds and large institutions have $25.1B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 614 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+40
Holders Change %
+2.63%
% of All Funds
20.93%
Holding in Top 10
143
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-10.06%
% of All Funds
1.92%
New
136
Increased
496
Reduced
614
Closed
69
Calls
$291M
Puts
$542M
Net Calls
-$251M
Net Calls Change
-$737K

Top Buyers

1
Citigroup
Citigroup
New York
+$284M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$274M
3
Prudential Financial
Prudential Financial
New Jersey
+$208M
4
PA
PFG Advisors
Arizona
+$146M
5
MCM
Mainstay Capital Management
Michigan
+$82.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$453M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$229M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$136M
4
Bank of America
Bank of America
North Carolina
-$62.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
926
Integrated Investment Consultants
Michigan
$687K – – –
SPA
927
Sentinel Pension Advisors
Massachusetts
$686K +$29.8K +478 +5%
MWM
928
Maridea Wealth Management
New York
$686K +$78.5K +1,259 +13%
PWA
929
Phoenix Wealth Advisors
North Carolina
$685K -$437 -7 -0.1%
BWL
930
Bogart Wealth LLC
Virginia
$685K -$1.81K -29 -0.3%
TWM
931
Tradition Wealth Management
Minnesota
$683K +$78.8K +1,263 +13%
JPWM
932
Jamison Private Wealth Management
Georgia
$679K – – –
LNWWM
933
Laird Norton Wetherby Wealth Management
California
$677K +$677K +10,850 New
TPA
934
Trivium Point Advisory
Connecticut
$677K +$72.1K +1,156 +12%
TNA
935
True North Advisors
Texas
$676K +$12K +192 +2%
NWAG
936
Net Worth Advisory Group
Utah
$672K +$672K +10,780 New
NFTC
937
North Forty Two & Co
Oregon
$669K +$6.24K +100 +0.9%
AP
938
Appleton Partners
Massachusetts
$665K -$8.54K -137 -1%
TYCC
939
Texas Yale Capital Corp
Florida
$661K – – –
AWM
940
Ameliora Wealth Management
Switzerland
$661K – – –
WEG
941
World Equity Group
Illinois
$656K +$81.8K +1,312 +14%
VA
942
Valmark Advisers
Ohio
$654K +$63.7K +1,022 +11%
AFO
943
Arrowroot Family Office
California
$654K +$654K +10,493 New
GM
944
GeoWealth Management
Illinois
$651K -$79.4K -1,274 -11%
DWM
945
Drive Wealth Management
Utah
$650K +$650K +10,431 New
BCP
946
Blue Chip Partners
Michigan
$647K +$294K +4,710 +83%
GSWM
947
Golden State Wealth Management
California
$645K +$158K +2,531 +32%
CC
948
Copperleaf Capital
North Carolina
$644K +$245K +3,933 +61%
WWA
949
Wealth Watch Advisors
Colorado
$643K +$643K +10,313 New
BFA
950
Beacon Financial Advisory
Ohio
$642K +$187K +3,000 +41%
36 37
38
39 40