IAU icon

iShares Gold Trust

1,522 hedge funds and large institutions have $23.7B invested in iShares Gold Trust in 2025 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 626 increasing their positions, 398 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+126
Holders Change %
+9.03%
% of All Funds
20.67%
Holding in Top 10
159
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+28.23%
% of All Funds
2.16%
New
213
Increased
626
Reduced
398
Closed
48
Calls
$198M
Puts
$449M
Net Calls
-$251M
Net Calls Change
+$635M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
1201
Capital Performance Advisors
California
$265K +$265K +4,500 New
FFS
1202
Founders Financial Securities
Maryland
$263K -$93.3K -1,476 -26%
LSWP
1203
Liberty Square Wealth Partners
Pennsylvania
$262K
MHC
1204
May Hill Capital
Massachusetts
$261K +$261K +4,435 New
BWP
1205
Balboa Wealth Partners
Arizona
$260K +$260K +4,411 New
NI
1206
NDVR Inc
Massachusetts
$260K +$260K +4,408 New
FNBSF
1207
First National Bank Sioux Falls
South Dakota
$259K
AW
1208
Alteri Wealth
California
$258K +$8.84K +150 +4%
ATI
1209
ARK & TLK Investments
Oklahoma
$256K
ACI
1210
Alpha Cubed Investments
California
$255K +$9.91K +168 +4%
OP
1211
ORG Partners
Indiana
$255K +$22.8K +387 +10%
FWM
1212
Focused Wealth Management
New York
$254K
GTAM
1213
Global Trust Asset Management
Florida
$254K +$183K +3,100 +258%
TCM
1214
Telos Capital Management
California
$252K +$11K +187 +5%
CW
1215
Code Waechter
Florida
$251K
CFB
1216
Cullen/Frost Bankers
Texas
$250K
FFO
1217
Fortitude Family Office
Arizona
$249K
PCM
1218
Parsons Capital Management
Rhode Island
$248K
AFW
1219
Avantra Family Wealth
Pennsylvania
$247K +$247K +4,193 New
IPWA
1220
International Private Wealth Advisors
California
$247K +$1.59K +27 +0.6%
FWMM
1221
Foundation Wealth Management (Missouri)
Missouri
$247K -$109K -1,848 -31%
LPFG
1222
Landing Point Financial Group
Ohio
$246K +$246K +4,179 New
RWIA
1223
Roger Wittlin Investment Advisory
California
$246K
SIS
1224
Sound Income Strategies
Florida
$246K +$78.9K +1,339 +47%
CCA
1225
Carrera Capital Advisors
Michigan
$245K -$42.2K -715 -15%