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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
SWP
1101
Summit Wealth Partners
Florida
$278K +$4.82K +96 +2%
ARC
1102
Advisor Resource Council
Texas
$277K +$282K +5,604 New
BWA
1103
BlueChip Wealth Advisors
Georgia
$277K
CCG
1104
Catalina Capital Group
California
$275K
MWM
1105
Merriman Wealth Management
Washington
$274K +$27K +538 +11%
EFP
1106
Envision Financial Planning
Tennessee
$274K +$17K +338 +7%
CCM
1107
Coldstream Capital Management
Washington
$273K +$277K +5,508 New
VWA
1108
Visionary Wealth Advisors
Illinois
$273K +$251 +5 +0.1%
ADL
1109
Asset Dedication LLC
California
$272K -$259K -5,161 -48%
SMH
1110
Sanders Morris Harris
Texas
$271K
APA
1111
Astoria Portfolio Advisors
New York
$271K
APWM
1112
Anchor Pointe Wealth Management
Missouri
$271K +$277K +5,509 New
CP
1113
Cornerstone Planning
North Carolina
$271K +$275K +5,465 New
HT
1114
Headlands Technologies
Illinois
$266K +$270K +5,380 New
RFP
1115
RCS Financial Planning
Maryland
$266K +$270K +5,374 New
HIA
1116
Harbor Investment Advisory
Maryland
$264K +$4.82K +96 +2%
PSC
1117
Prentiss Smith & Co
Vermont
$264K
LWA
1118
Lantern Wealth Advisors
New York
$261K +$265K +5,264 New
MHR
1119
Matthew Hamilton Rosenberg
$260K
SBIA
1120
Sheaff Brock Investment Advisors
Indiana
$260K
MWA
1121
Monograph Wealth Advisors
California
$259K
PFBT
1122
Parkside Financial Bank & Trust
Missouri
$258K +$73.7K +1,467 +39%
CAC
1123
Certified Advisory Corp
Florida
$258K +$19.7K +393 +8%
CCWM
1124
Cassaday & Co Wealth Management
Virginia
$257K -$26.2K -521 -9%
IAG
1125
Investment Advisory Group
Massachusetts
$257K

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.