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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
MPM
1001
Meritage Portfolio Management
Kansas
$384K
CWM
1002
Copia Wealth Management
Oregon
$384K +$389K +7,750 New
DWS
1003
Discipline Wealth Solutions
South Carolina
$382K +$387K +7,709 New
TPA
1004
Trivium Point Advisory
Connecticut
$380K +$386K +7,673 New
TC
1005
Tacita Capital
Ontario, Canada
$379K
BWM
1006
BKM Wealth Management
Wisconsin
$378K -$561K -11,160 -59%
MAWAG
1007
Mid-American Wealth Advisory Group
Missouri
$375K -$37.9K -754 -9%
PAG
1008
Private Advisory Group
Washington
$374K +$380K +7,559 New
BIA
1009
Benchmark Investment Advisors
Illinois
$374K -$3.52K -70 -0.9%
FCCM
1010
First City Capital Management
Georgia
$373K
DWM
1011
Dopkins Wealth Management
New York
$372K +$378K +7,513 New
WT
1012
Washington Trust
Rhode Island
$372K
KA
1013
Kovack Advisors
Florida
$369K -$110K -2,182 -23%
GGS
1014
Galvin Gaustad & Stein
Arizona
$369K +$113K +2,255 +43%
LWM
1015
Lakeridge Wealth Management
Ohio
$365K
RWM
1016
Riverbend Wealth Management
South Carolina
$361K +$366K +7,284 New
OFG
1017
Orcam Financial Group
California
$360K
MW
1018
Marcum Wealth
Ohio
$359K +$364K +7,250 New
CAG
1019
Crestwood Advisors Group
Massachusetts
$359K
VCWA
1020
Vanguard Capital Wealth Advisors
Colorado
$357K -$3.12M -62,100 -90%
AL
1021
Aspiriant LLC
California
$356K
LA
1022
Lane & Associates
New Jersey
$354K +$336K +6,687 New
CA
1023
CGN Advisors
Kansas
$353K +$131K +2,609 +58%
OWP
1024
Obermeyer Wealth Partners
Colorado
$353K +$146K +2,901 +69%
PWMAG
1025
Pinnacle Wealth Management Advisory Group
New Jersey
$352K

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.