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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
CH
1251
Cromwell Holdings
Wyoming
$110K +$112K +2,223 New
PWM
1252
Parkworth Wealth Management
California
$109K +$110K +2,195 New
TF
1253
Tandem Financial
Colorado
$107K +$108K +2,155 New
AEPWM
1254
Atlantic Edge Private Wealth Management
Florida
$99K
WFA
1255
Wells Financial Advisors
Massachusetts
$99K +$100K +2,000 New
BFS
1256
Burkett Financial Services
South Carolina
$95.1K
FUBT
1257
First United Bank & Trust
Maryland
$94.2K
NSIM
1258
North Star Investment Management
Illinois
$93.1K +$75.4K +1,500 +394%
CAL
1259
Capital Advisors Ltd
Ohio
$90K
OC
1260
Oakworth Capital
Alabama
$86.7K
JEST
1261
JTC Employer Solutions Trustee
Jersey
$84K
AWM
1262
Avondale Wealth Management
Texas
$79.6K
LDB
1263
Lee, Danner & Bass
Tennessee
$79.2K +$80.3K +1,599 New
CT
1264
Caldwell Trust
Florida
$78.8K +$804 +16 +1%
MWM
1265
Mascoma Wealth Management
New Hampshire
$78.7K
CFO
1266
CVA Family Office
Colorado
$77.5K
LFA
1267
LGT Financial Advisors
Texas
$76K +$77.1K +1,535 New
CB
1268
CNB Bank
Pennsylvania
$75.5K -$251 -5 -0.3%
OC
1269
Oarsman Capital
Wisconsin
$75.1K -$61.8K -1,229 -45%
Q1WB
1270
Quest 10 Wealth Builders
Virginia
$74.8K +$75.9K +1,510 New
PSFG
1271
Park Square Financial Group
Georgia
$74.7K +$75.8K +1,509 New
AWM
1272
Atticus Wealth Management
Florida
$74.3K
MFA
1273
McClarren Financial Advisors
Pennsylvania
$74K +$75.4K +1,500 New
CFD
1274
Creative Financial Designs
Indiana
$72.6K -$1K -20 -1%
NMG
1275
New Millennium Group
Utah
$72.5K -$4.67M -92,963 -98%

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.