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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
SWA
1376
SOA Wealth Advisors
New York
$6.93K
GCM
1377
Gables Capital Management
Florida
$6.44K
BCA
1378
Bray Capital Advisors
Florida
$6.19K
LWANC
1379
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.19K
BFS
1380
Bare Financial Services
Pennsylvania
$6.14K
AG
1381
AmeriFlex Group
Nevada
$6.03K +$5.73K +114 New
CWM
1382
Cedar Wealth Management
California
$5.99K +$6.08K +121 New
FWM
1383
FLP Wealth Management
Arkansas
$5.25K +$5.33K +106 New
RWM
1384
Rialto Wealth Management
New York
$4.75K +$4.82K +96 New
RI
1385
Ridgewood Investments
New Jersey
$4.5K
RS
1386
Rakuten Securities
Japan
$4.31K -$2.31K -46 -35%
CAM
1387
Clarity Asset Management
Iowa
$4.29K
PA
1388
PSI Advisors
Florida
$3.96K -$2.51K -50 -38%
TCM
1389
TD Capital Management
Tennessee
$3.96K
FDW
1390
Fourth Dimension Wealth
Ohio
$3.96K +$4.02K +80 New
FWA
1391
Flagship Wealth Advisors
Massachusetts
$3.91K +$55.9K +1,113 New
HFS
1392
Hopwood Financial Services
Virginia
$2.82K +$2.86K +57 New
JFG
1393
JDM Financial Group
Texas
$2.72K +$2.76K +55 New
WCM
1394
WealthTrak Capital Management
Virginia
$2.67K +$2.71K +54 New
OWP
1395
ORG Wealth Partners
Texas
$2.62K +$2.66K +53 New
PPA
1396
Painted Porch Advisors
California
$2.28K +$100 +2 +5%
RF
1397
Robinswood Financial
Washington
$2.08K
BIG
1398
Brooklyn Investment Group
New York
$1.98K +$2.01K +40 New
CCMI
1399
Creative Capital Management Investments
California
$1.98K +$2.01K +40 New
HIMS
1400
Hager Investment Management Services
New Hampshire
$1.88K +$1.91K +38 New

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.