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iShares Gold Trust

1,569 hedge funds and large institutions have $25.2B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 616 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 160144 (-16)

19% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 616

46% less call options, than puts

Call options by funds: $291M | Put options by funds: $542M

Holders
1,569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
144
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$291M
Puts
$542M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1001
StoneX Group
New York
$555K
MWA
1002
Muirfield Wealth Advisors
North Carolina
$553K
CPL
1003
Capital & Planning LLC
Georgia
$553K
TCTWM
1004
Three Cord True Wealth Management
Pennsylvania
$551K
EB
1005
Exchange Bank
California
$548K
EWA
1006
Evolution Wealth Advisors
Florida
$545K
CAG
1007
Crestwood Advisors Group
Massachusetts
$544K
HKAM
1008
Horizon Kinetics Asset Management
New York
$542K
KF
1009
KKM Financial
Illinois
$541K
BCP
1010
Berkeley Capital Partners
Georgia
$541K
OP
1011
ORG Partners
Indiana
$541K
FTC
1012
Farmers Trust Company
Ohio
$534K
CF
1013
Clarity Financial
Texas
$531K
SCM
1014
SCS Capital Management
Massachusetts
$531K
TWM
1015
TCFG Wealth Management
California
$529K
Squarepoint
1016
Squarepoint
New York
$528K
CPA
1017
Capital Planning Advisors
California
$528K
APA
1018
Astoria Portfolio Advisors
New York
$521K
ISL
1019
Ingalls & Snyder LLC
New York
$519K
RWP
1020
Reliant Wealth Planning
Kentucky
$519K
CIA
1021
Compass Ion Advisors
Pennsylvania
$516K
LBC
1022
Lowe Brockenbrough & Co
Virginia
$509K
LWM
1023
Lakeridge Wealth Management
Ohio
$509K
PWPS
1024
Pinnacle Wealth Planning Services
Ohio
$508K
CCM
1025
Coldstream Capital Management
Washington
$506K