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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
IWS
1126
Integrity Wealth Solutions
Colorado
$256K +$260K +5,167 New
MFC
1127
Mechanics Financial Corp
Ohio
$252K
BBA
1128
BLB&B Advisors
Pennsylvania
$252K +$255K +5,080 New
FMTC
1129
Farmers & Merchants Trust Company
California
$251K +$32.7K +650 +15%
SA
1130
Sincerus Advisory
New York
$250K +$254K +5,058 New
HWA
1131
HHM Wealth Advisors
Tennessee
$248K
BFG
1132
Berger Financial Group
Minnesota
$248K +$251K +5,003 New
WBC
1133
West Branch Capital
Massachusetts
$248K
DI
1134
DAGCO Inc
Ohio
$244K +$247K +4,925 New
SIM
1135
Seaview Investment Managers
Florida
$243K +$246K +4,905 New
LSWP
1136
Liberty Square Wealth Partners
Pennsylvania
$242K +$223K +4,436 New
CCA
1137
Carrera Capital Advisors
Michigan
$242K
AIM
1138
Advyzon Investment Management
Illinois
$241K +$245K +4,873 New
PIAS
1139
PCA Investment Advisory Services
Ohio
$241K +$15.3K +305 +7%
DFG
1140
Delta Financial Group
New Jersey
$239K +$243K +4,829 New
WSWA
1141
Warren Street Wealth Advisors
California
$239K -$6.28K -125 -3%
WEG
1142
World Equity Group
Illinois
$238K +$242K +4,812 New
IAIM
1143
International Assets Investment Management
Florida
$238K -$11.5M -229,291 -98%
WHG
1144
Westwood Holdings Group
Texas
$237K
PCA
1145
Pallas Capital Advisors
Massachusetts
$237K +$2.51K +50 +1%
JBW
1146
Journey Beyond Wealth
Georgia
$236K +$239K +4,759 New
CWA
1147
Centennial Wealth Advisory
Michigan
$235K +$1.81K +36 +0.8%
CA
1148
Crumly & Associates
Illinois
$234K +$238K +4,736 New
OCPWS
1149
One Charles Private Wealth Services
Massachusetts
$234K
RMDI
1150
R.M. Davis Inc
Maine
$234K -$14K -279 -6%

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.