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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
ZB
1326
Zions Bancorporation
Utah
$34.4K
FLP
1327
Financial Life Planners
Arizona
$33.4K +$33.9K +675 New
OCM
1328
Orion Capital Management
California
$32.8K +$33.3K +663 New
WTFG
1329
Wood Tarver Financial Group
Idaho
$31K +$32.2K +640 New
AIC
1330
Archer Investment Corporation
Indiana
$30K +$553 +11 +2%
DWM
1331
Dogwood Wealth Management
Kansas
$29.7K
PWA
1332
Physician Wealth Advisors
Utah
$29.4K +$29.8K +593 New
WI
1333
Wintrust Investments
Illinois
$29K +$30.1K +599 New
LB
1334
Legacy Bridge
Iowa
$28.7K
HI
1335
Hoey Investments
Pennsylvania
$28.5K
MSWA
1336
Marshall & Sterling Wealth Advisors
New York
$27.7K +$28.1K +560 New
CFS
1337
Compass Financial Services
Iowa
$27.4K +$27.8K +554 New
GA
1338
GoalVest Advisory
New York
$27.2K
GGI
1339
Godsey & Gibb Inc
Virginia
$26.2K
TC
1340
Truvestments Capital
Florida
$25.5K +$1.61K +32 +7%
TAM
1341
Tucker Asset Management
Colorado
$25.2K +$13.2K +263 +107%
BCMLT
1342
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K -$397K -7,895 -94%
SL
1343
Salomon & Ludwin
Virginia
$24.6K
SMAM
1344
Sugar Maple Asset Management
Wisconsin
$22.9K +$23.3K +463 New
BIM
1345
Breakwater Investment Management
Washington
$22.8K
OIA
1346
Optimum Investment Advisors
Illinois
$22.3K
KBFS
1347
Kohmann Bosshard Financial Services
Ohio
$22.3K +$22.6K +450 New
AWM
1348
Abound Wealth Management
Tennessee
$21K
MWA
1349
Medallion Wealth Advisors
Connecticut
$19.9K +$20.2K +402 New
SA
1350
SRH Advisors
Kansas
$19.8K

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.