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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
DFG
951
Dynamic Financial Group
Iowa
$444K +$450K +8,959 New
MBI
952
May Barnhard Investments
Maryland
$443K
SFC
953
Strategic Financial Concepts
Texas
$442K +$449K +8,931 New
DCM
954
DGS Capital Management
New Jersey
$440K +$8.89K +177 +2%
FPW
955
Fairvoy Private Wealth
Alabama
$440K +$446K +8,884 New
QPBE
956
Quintet Private Bank (Europe)
Luxembourg
$437K +$443K +8,825 New
GM
957
GeoWealth Management
Illinois
$435K +$79.6K +1,584 +22%
EPW
958
Endeavor Private Wealth
Kansas
$435K +$441K +8,777 New
ACM
959
Ashford Capital Management
Delaware
$431K
HKAM
960
Horizon Kinetics Asset Management
New York
$430K -$5.03K -100 -1%
KF
961
KKM Financial
Illinois
$430K
KWAG
962
Kiely Wealth Advisory Group
North Carolina
$427K
QPWM
963
Quadrant Private Wealth Management
Pennsylvania
$426K +$9.8K +195 +2%
LFAS
964
Level Four Advisory Services
Texas
$425K -$48.9K -973 -10%
SWA
965
Strategies Wealth Advisors
Michigan
$425K
PG
966
Patten Group
Tennessee
$425K +$432K +8,589 New
LBC
967
Lowe Brockenbrough & Co
Virginia
$421K
FNT
968
First Nebraska Trust
Nebraska
$421K
CL
969
CRCM LP
California
$421K -$98K -1,950 -19%
CPA
970
Capital Planning Advisors
California
$419K -$39.1K -778 -8%
RWP
971
Reliant Wealth Planning
Kentucky
$419K +$7.29K +145 +2%
FPB
972
First PREMIER Bank
South Dakota
$417K
MMA
973
Miracle Mile Advisors
California
$417K +$423K +8,416 New
IIA
974
Integral Investment Advisors
California
$416K
ISL
975
Ingalls & Snyder LLC
New York
$415K -$228K -4,538 -35%

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.