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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
HWA
1151
Hillcrest Wealth Advisors
New Jersey
$230K
ACA
1152
Aptus Capital Advisors
Alabama
$230K +$234K +4,650 New
POIA
1153
Pin Oak Investment Advisors
Texas
$230K
GPA
1154
Guidance Point Advisors
Massachusetts
$229K
GC
1155
Gould Capital
Washington
$228K
WAL
1156
W Advisors LLC
Tennessee
$228K +$232K +4,611 New
SWMG
1157
Sanchez Wealth Management Group
Florida
$228K +$232K +4,608 New
CD
1158
Chapin Davis
Maryland
$225K
Fifth Third Bancorp
1159
Fifth Third Bancorp
Ohio
$224K +$44.6K +887 +24%
CSP
1160
Cary Street Partners
Virginia
$224K +$228K +4,528 New
PA
1161
Procyon Advisors
Connecticut
$224K -$1.56K -31 -0.7%
FC
1162
FCA Corp
Texas
$222K
VW
1163
Vance Wealth
California
$222K -$301 -6 -0.1%
SAG
1164
SageView Advisory Group
California
$220K -$11.3K -224 -5%
VFIC
1165
Valley Forge Investment Consultants
Pennsylvania
$220K
MFS
1166
Miller Financial Services
Michigan
$220K +$223K +4,443 New
PCM
1167
Presidio Capital Management
California
$220K +$5.03K +100 +2%
FNBSF
1168
First National Bank Sioux Falls
South Dakota
$218K -$106K -2,100 -32%
O3W
1169
Omni 360 Wealth
New Jersey
$216K -$63.6K -1,265 -22%
ATI
1170
ARK & TLK Investments
Oklahoma
$215K
AUB
1171
Atlantic Union Bankshares
Virginia
$214K
FWM
1172
Focused Wealth Management
New York
$213K +$217K +4,312 New
HA
1173
Herold Advisors
New York
$211K +$215K +4,271 New
WJA
1174
Willis Johnson & Associates
Texas
$211K -$7.64K -152 -3%
CW
1175
Code Waechter
Florida
$210K

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.