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iShares Gold Trust
IAU

Overview Fund Activity

1,562 hedge funds and large institutions have $25.1B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 614 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+40
Holders Change %
+2.63%
% of All Funds
20.94%
Holding in Top 10
143
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-10.06%
% of All Funds
1.92%
New
136
Increased
496
Reduced
614
Closed
69
Calls
$291M
Puts
$542M
Net Calls
-$251M
Net Calls Change
-$737K

Top Buyers

1
Citigroup
Citigroup
New York
+$284M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$274M
3
Prudential Financial
Prudential Financial
New Jersey
+$208M
4
PA
PFG Advisors
Arizona
+$146M
5
MCM
Mainstay Capital Management
Michigan
+$82.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$453M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$229M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$136M
4
Bank of America
Bank of America
North Carolina
-$62.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1351
Winthrop Capital Management
Indiana
$213K – – –
UAG
1352
United Advisor Group
Ohio
$211K +$211K +3,385 New
MA
1353
MJP Associates
Connecticut
$211K +$211K +3,385 New
OPPS
1354
Obsidian Personal Planning Solutions
Maryland
$211K – – –
BFA
1355
Beaumont Financial Advisors
Massachusetts
$210K -$9.48K -152 -4%
DWT
1356
Dorsey & Whitney Trust
South Dakota
$210K +$210K +3,370 New
JWM
1357
Jeppson Wealth Management
California
$210K +$210K +3,370 New
FG
1358
Foster Group
Iowa
$210K +$210K +3,368 New
NG
1359
Norden Group
Utah
$209K +$209K +3,354 New
EFA
1360
Evernest Financial Advisors
Indiana
$209K -$4.99K -80 -2%
WKSWA
1361
White Knight Strategic Wealth Advisors
New Jersey
$208K +$208K +3,341 New
Lazard Asset Management
1362
Lazard Asset Management
New York
$208K – – –
SWMG
1363
Sard Wealth Management Group
Georgia
$208K +$208K +3,334 New
HNWAG
1364
High Net Worth Advisory Group
Florida
$208K +$208K +3,329 New
TF
1365
Theory Financial
Colorado
$207K +$207K +3,341 New
AWM
1366
Aprio Wealth Management
Georgia
$206K -$732K -11,734 -78%
ST
1367
Smithfield Trust
Pennsylvania
$205K – – –
NCM
1368
New Capital Management
Texas
$203K +$203K +3,250 New
CIR
1369
Clear Investment Research
Georgia
$202K -$13.8K -221 -6%
KPP
1370
Kings Path Partners
Texas
$202K – – –
AMG
1371
Asset Management Group
Connecticut
$201K +$201K +3,225 New
CFGSD
1372
Compass Financial Group (South Dakota)
South Dakota
$200K +$200K +3,209 New
FWA
1373
Flagship Wealth Advisors
Massachusetts
$197K +$19.1K +306 +11%
First Eagle Investment Management
1374
First Eagle Investment Management
New York
$189K +$129K +2,088 +216%
BHWM
1375
Beaird Harris Wealth Management
Texas
$188K – – –
53 54
55
56 57