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
NA
101
NewEdge Advisors
Louisiana
$25.4M +$16.1M +320,532 +166%
MSWM
102
Mader & Shannon Wealth Management
Missouri
$25.3M -$836K -16,639 -3%
SFG
103
Sowa Financial Group
Rhode Island
$25.2M +$4M +79,616 +19%
IA
104
IFP Advisors
Florida
$25.1M +$4.35M +86,542 +21%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.1M
SMDAM
106
Sumitomo Mitsui DS Asset Management
Japan
$24M -$8.9M -177,199 -27%
ZF
107
Zhang Financial
Michigan
$23.5M -$283K -5,638 -1%
MWA
108
Meridian Wealth Advisors
Texas
$23.4M +$2.37M +47,110 +11%
CCA
109
Checchi Capital Advisers
California
$23.3M -$841K -16,741 -3%
BTI
110
Blue Trust Inc
Georgia
$23.3M -$279K -5,547 -1%
KAS
111
Kestra Advisory Services
Texas
$23.2M +$2.27M +45,271 +11%
QC
112
Quent Capital
New York
$22.6M -$270K -5,377 -1%
SI
113
Stephens Inc
Arkansas
$21.3M -$1.02M -20,348 -5%
YCG
114
Yeomans Consulting Group
Georgia
$21.1M -$193K -3,833 -0.9%
IFO
115
Independent Family Office
New York
$20.8M -$327K -6,500 -2%
ST
116
Spinnaker Trust
Maine
$20.7M +$381K +7,590 +2%
CPCM
117
Cardinal Point Capital Management
Ontario, Canada
$20.2M -$2.53M -50,362 -11%
VWM
118
VCI Wealth Management
Missouri
$20.2M +$2.16M +43,046 +12%
CCG
119
Chatham Capital Group
Georgia
$20.1M +$461K +9,175 +2%
AFA
120
AllGen Financial Advisors
Florida
$19.6M -$437K -8,702 -2%
AWS
121
Atria Wealth Solutions
New York
$19.5M +$1.14M +22,634 +6%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$19.5M +$590K +11,745 +3%
WMG
123
WESCAP Management Group
California
$19.3M -$1.18M -23,532 -6%
SC
124
Syon Capital
California
$19M -$1.25M -24,796 -6%
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$18.5M +$11.4M +227,240 +156%

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.