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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 %
SHGA
1101
Sand Hill Global Advisors
California
$416K +$4.86K +78 +1%
KSWA
1102
Kathleen S. Wright Associates
Pennsylvania
$415K +$57.6K +924 +16%
WC
1103
Wynn Capital
Georgia
$414K – – –
WBC
1104
West Branch Capital
Massachusetts
$413K – – –
HIP
1105
HUB Investment Partners
Texas
$413K +$28.9K +463 +8%
BWS
1106
Broadway Wealth Solutions
Texas
$412K – – –
CWM
1107
Copia Wealth Management
Oregon
$412K -$75.5K -1,211 -15%
AIC
1108
Archer Investment Corporation
Indiana
$411K -$250K -4,003 -38%
CWM
1109
Congress Wealth Management
Massachusetts
$410K -$1.64M -26,286 -80%
WAS
1110
WESPAC Advisors SoCal
California
$410K -$6.24K -100 -1%
AAM
1111
Alken Asset Management
United Kingdom
$410K -$410K – –
LI
1112
LRI Investments
Florida
$408K +$240K +3,847 +142%
LWA
1113
Lantern Wealth Advisors
New York
$407K +$407K +6,534 New
BEAM
1114
Baker Ellis Asset Management
Washington
$405K – – –
MCI
1115
MRP Capital Investments
Georgia
$405K +$405K +6,500 New
MAM
1116
Milestone Asset Management
Pennsylvania
$404K -$2.14M -34,270 -84%
AIA
1117
Arbor Investment Advisors
North Carolina
$403K -$25.5K -409 -6%
WIC
1118
Woodmont Investment Counsel
Tennessee
$401K – – –
CFS
1119
CRA Financial Services
New Jersey
$401K -$6.24K -100 -2%
Janus Henderson Group
1120
Janus Henderson Group
United Kingdom
$401K +$401K +6,434 New
GS
1121
GWN Securities
Florida
$400K -$84K -1,340 -17%
SPWM
1122
Schrum Private Wealth Management
Florida
$400K – – –
PIM
1123
Pullen Investment Management
Florida
$399K +$33.8K +542 +9%
HFS
1124
Howard Financial Services
Texas
$396K -$104K -1,666 -21%
PRS
1125
Pinkerton Retirement Specialists
Idaho
$396K -$269K -4,321 -40%
43 44
45
46 47