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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 %
WA
1026
WBH Advisory
Maryland
$502K -$437 -7 -0.1%
BFIM
1027
Beese Fulmer Investment Management
Ohio
$502K +$502K +8,052 New
DI
1028
Disciplined Investors
Texas
$501K +$4.99K +80 +1%
IUHSA
1029
Itau Unibanco Holding S.A.
Brazil
$501K -$271K -4,345 -35%
GDP
1030
Great Diamond Partners
Maine
$497K -$16.7K -267 -3%
RWS
1031
Retirement Wealth Solutions
Wisconsin
$493K -$125K -2,002 -20%
SW
1032
SVB Wealth
Massachusetts
$493K +$493K +7,902 New
PJSIMP
1033
P.J. Schmidt Investment Management (PJS)
Wisconsin
$492K +$77K +1,234 +19%
WAL
1034
W Advisors LLC
Tennessee
$492K -$51.7K -829 -10%
NFC
1035
Northeast Financial Consultants
Connecticut
$492K – – –
AUB
1036
Atlantic Union Bankshares
Virginia
$492K +$247K +3,959 +101%
BI
1037
Beckerman Institutional
New Jersey
$491K -$78.8K -1,264 -14%
4A
1038
4Wealth Advisors
Illinois
$489K -$98K -1,572 -17%
SEA
1039
Stegent Equity Advisors
Texas
$488K – – –
WPP
1040
Whalerock Point Partners
Rhode Island
$487K – – –
TC
1041
Tacita Capital
Ontario, Canada
$485K – – –
PG
1042
Patten Group
Tennessee
$484K -$22.5K -360 -4%
MPM
1043
Meritage Portfolio Management
Kansas
$484K – – –
AL
1044
Aspiriant LLC
California
$481K +$3.74K +60 +0.8%
ClearBridge Investments
1045
ClearBridge Investments
New York
$480K – – –
ML
1046
McAdam LLC
Pennsylvania
$479K +$21.3K +341 +5%
BWM
1047
BKM Wealth Management
Wisconsin
$478K +$2.56K +41 +0.5%
LSPW
1048
Lake Street Private Wealth
Illinois
$476K -$3.24K -52 -0.7%
GGS
1049
Galvin Gaustad & Stein
Arizona
$474K +$13.7K +219 +3%
SAG
1050
SageView Advisory Group
California
$471K -$39.6K -634 -8%
40 41
42
43 44