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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 %
CPL
1001
Capital & Planning LLC
Georgia
$553K +$257K +4,125 +87%
TCTWM
1002
Three Cord True Wealth Management
Pennsylvania
$551K +$7.98K +128 +1%
EB
1003
Exchange Bank
California
$548K +$118K +1,892 +27%
EWA
1004
Evolution Wealth Advisors
Florida
$545K +$72.6K +1,165 +15%
CAG
1005
Crestwood Advisors Group
Massachusetts
$544K -$2.49K -40 -0.5%
HKAM
1006
Horizon Kinetics Asset Management
New York
$542K – – –
KF
1007
KKM Financial
Illinois
$541K – – –
BCP
1008
Berkeley Capital Partners
Georgia
$541K -$18.3K -294 -3%
OP
1009
ORG Partners
Indiana
$541K +$268K +4,258 +98%
FTC
1010
Farmers Trust Company
Ohio
$534K -$42.4K -680 -7%
CF
1011
Clarity Financial
Texas
$531K +$75.6K +1,213 +17%
SCM
1012
SCS Capital Management
Massachusetts
$531K +$52K +834 +11%
TWM
1013
TCFG Wealth Management
California
$529K +$529K +8,479 New
Squarepoint
1014
Squarepoint
New York
$528K -$18.7K -300 -3%
CPA
1015
Capital Planning Advisors
California
$528K – – –
APA
1016
Astoria Portfolio Advisors
New York
$521K +$156K +2,460 +43%
ISL
1017
Ingalls & Snyder LLC
New York
$519K -$4.12K -66 -0.8%
RWP
1018
Reliant Wealth Planning
Kentucky
$519K – – –
CIA
1019
Compass Ion Advisors
Pennsylvania
$516K – – –
LBC
1020
Lowe Brockenbrough & Co
Virginia
$509K -$21.8K -350 -4%
LWM
1021
Lakeridge Wealth Management
Ohio
$509K – – –
PWPS
1022
Pinnacle Wealth Planning Services
Ohio
$508K -$2.56K -41 -0.5%
CCM
1023
Coldstream Capital Management
Washington
$506K -$131K -2,107 -21%
WDC
1024
Woodward Diversified Capital
California
$506K -$63K -1,010 -11%
PCS
1025
Private Client Services
Kentucky
$505K -$23K -369 -4%
39 40
41
42 43