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iShares Gold Trust
IAU

Overview Fund Activity

1,561 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, 613 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,561
Holders Change
+38
Holders Change %
+2.5%
% 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
613
Closed
70
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 %
PC
76
Permanens Capital
New York
$56.7M +$2.23M +35,804 +4%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$54.9M -$5.64M -90,495 -9%
FIA
78
Foundations Investment Advisors
Arizona
$53.9M +$13.1M +209,367 +32%
CA
79
Cambridge Associates
Massachusetts
$53.1M +$18.3M +294,198 +52%
CWM
80
Circle Wealth Management
New Jersey
$50.8M +$278K +4,460 +0.6%
NA
81
NewEdge Advisors
Louisiana
$49.9M +$983K +15,768 +2%
Creative Planning
82
Creative Planning
Kansas
$47.7M +$16.6K +266 +0%
AHC
83
Anderson Hoagland & Co
Missouri
$46.3M +$4.74M +76,019 +11%
EWA
84
EverSource Wealth Advisors
Alabama
$45.7M +$1.18M +18,890 +3%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$45M -$7.85M -125,880 -15%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$44.7M +$5.42M +86,871 +14%
BFO
87
Biltmore Family Office
North Carolina
$43.8M -$1.09M -17,431 -2%
GG
88
GenWealth Group
New Jersey
$42.8M -$6.88M -110,327 -14%
AssetMark Inc
89
AssetMark Inc
California
$42.2M +$3.08M +49,368 +8%
NCM
90
Narwhal Capital Management
Georgia
$41.9M -$410K -6,568 -1%
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$41.7M +$5.8M +93,018 +16%
IA
92
Intellus Advisors
Florida
$41.7M -$1.2M -19,229 -3%
LLWM
93
Life Line Wealth Management
California
$40.2M +$13.9M +222,499 +53%
EWM
94
Evercore Wealth Management
New York
$39.7M +$295K +4,735 +0.8%
EH
95
Equitable Holdings
New York
$39.5M +$2.62M +41,993 +7%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$39.3M -$5.84M -93,644 -13%
TIAA Trust, National Association
97
TIAA Trust, National Association
North Carolina
$39.1M -$13.5M -216,991 -26%
IC
98
IEQ Capital
California
$37.9M -$846K -13,562 -2%
CSIA
99
Carl Stuart Investment Advisor
Texas
$36.8M -$1.23M -19,747 -3%
SWP
100
Sagespring Wealth Partners
Tennessee
$36.8M +$1.82M +29,200 +5%
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