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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
BWS
1051
Broadway Wealth Solutions
Texas
$327K +$332K +6,612 New
SCA
1052
Sandy Cove Advisors
Massachusetts
$324K
BEAM
1053
Baker Ellis Asset Management
Washington
$322K
WCM
1054
Wisconsin Capital Management
Wisconsin
$320K +$325K +6,465 New
WIC
1055
Woodmont Investment Counsel
Tennessee
$319K
MCM
1056
Manchester Capital Management
Vermont
$318K
CFS
1057
CRA Financial Services
New Jersey
$318K +$121K +2,400 +60%
SPWM
1058
Schrum Private Wealth Management
Florida
$318K -$322K -6,415 -50%
FA
1059
Fedenia Advisers
Wisconsin
$316K +$320K +6,378 New
BCM
1060
Bourgeon Capital Management
Connecticut
$314K +$75.4K +1,500 +31%
GWA
1061
Genesis Wealth Advisors
Massachusetts
$313K +$318K +6,326 New
PIM
1062
Pullen Investment Management
Florida
$313K -$8.99K -179 -3%
MWM
1063
Maripau Wealth Management
Indiana
$313K +$317K +6,313 New
MYIA
1064
Mount Yale Investment Advisors
Colorado
$308K +$313K +6,230 New
VanEck Associates
1065
VanEck Associates
New York
$307K -$3.02K -60 -1%
EB
1066
Exchange Bank
California
$305K +$310K +6,170 New
DT
1067
Diversified Trust
Tennessee
$303K -$19.3K -385 -6%
QWP
1068
Quotient Wealth Partners
Texas
$302K +$71.2K +1,416 +30%
FSA
1069
Franklin Street Advisors
North Carolina
$302K
CNWM
1070
Clay Northam Wealth Management
California
$301K -$3.77K -75 -1%
EAM
1071
Empirical Asset Management
Massachusetts
$301K +$26K +517 +9%
SGI
1072
Summit Global Investments
Utah
$299K
JIP
1073
Jaffetilchin Investment Partners
Florida
$299K -$190K -3,782 -39%
FWMM
1074
Foundation Wealth Management (Missouri)
Missouri
$299K +$1.61K +32 +0.5%
NP
1075
Nilsine Partners
Colorado
$299K +$303K +6,030 New

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.