We are live on ! Find out more
IAU icon

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
TCM
1201
Telos Capital Management
California
$203K -$23.5K -468 -10%
Lazard Asset Management
1202
Lazard Asset Management
New York
$202K
CIAS
1203
CFS Investment Advisory Services
New Jersey
$202K +$205K +4,070 New
SI
1204
Saxon Interests
Texas
$201K -$35.4K -704 -15%
GK
1205
Graney & King
New York
$199K +$202K +4,015 New
CA
1206
Continuum Advisory
Idaho
$197K +$2.91K +58 +1%
OP
1207
ORG Partners
Indiana
$195K +$352 +7 +0.2%
RFA
1208
Reyes Financial Architecture
California
$194K +$197K +3,927 New
GSWM
1209
Golden State Wealth Management
California
$194K +$197K +3,926 New
JWA
1210
JFS Wealth Advisors
Pennsylvania
$191K
First Eagle Investment Management
1211
First Eagle Investment Management
New York
$189K +$22.5K +448 +13%
MSG
1212
Main Street Group
Virginia
$188K +$5.03K +100 +3%
T
1213
Transce3nd
Texas
$186K +$189K +3,759 New
TCOV
1214
Trust Company of Vermont
Vermont
$183K +$47.9K +954 +35%
SSB
1215
Sandy Spring Bank
Maryland
$180K -$15.6K -310 -8%
RWS
1216
Retirement Wealth Solutions
Wisconsin
$177K +$175K +3,476 New
CSC
1217
Caldwell Sutter Capital
California
$177K
GFL
1218
Granite FO LLC
New Hampshire
$177K
HIW
1219
Holos Integrated Wealth
Pennsylvania
$176K +$179K +3,558 New
KPP
1220
Kings Path Partners
Texas
$175K -$181K -3,611 -51%
HBW
1221
Hazlett, Burt & Watson
West Virginia
$174K +$176K +3,503 +4,121%
CPL
1222
Capital & Planning LLC
Georgia
$172K +$174K +3,465 New
WCM
1223
Winthrop Capital Management
Indiana
$168K +$172K +3,422 New
ST
1224
Smithfield Trust
Pennsylvania
$163K
ATC
1225
Advantage Trust Company
Kansas
$162K -$41.7K -830 -20%

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.