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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
ACM
1426
Ayrshire Capital Management
Connecticut
-$686K -13,801 Closed
FHB
1427
First Hawaiian Bank
Hawaii
-$429K -8,630 Closed
BWP
1428
Balboa Wealth Partners
Arizona
-$377K -7,594 Closed
DIM
1429
DLK Investment Management
California
-$330K -6,641 Closed
WCM
1430
Wealthcare Capital Management
Virginia
-$307K -6,171 Closed
MWP
1431
Madison Wealth Partners
Wisconsin
-$278K -5,593 Closed
BCM
1432
BluePointe Capital Management
California
-$265K -5,340 Closed
MCC
1433
Money Concepts Capital
Florida
-$263K -5,300 Closed
FFO
1434
Fiduciary Family Office
Florida
-$261K -5,249 Closed
FFA
1435
Founders Financial Alliance
North Carolina
-$261K -5,246 Closed
TC
1436
Trilogy Capital
California
-$214K -4,314 Closed
WWM
1437
Wiser Wealth Management
Georgia
-$203K -4,080 Closed
TA
1438
TruWealth Advisors
Louisiana
-$202K -4,067 Closed
WAM
1439
Walker Asset Management
Missouri
-$200K -4,034 Closed
CP
1440
Castleview Partners
Texas
-$176K -3,541 Closed
VAG
1441
VisionPoint Advisory Group
Texas
-$169K -3,397 Closed
VAMG
1442
Voisard Asset Management Group
Michigan
-$105K -2,120 Closed
AFG
1443
Albion Financial Group
Utah
-$90.2K -1,815 Closed
BOC
1444
Bull Oak Capital
California
-$79.1K -1,592 Closed
PS
1445
Planned Solutions
California
-$79.1K -1,591 Closed
FAM
1446
Flaharty Asset Management
Florida
-$34.6K -697 Closed
HGERS
1447
Householder Group Estate & Retirement Specialist
Arizona
-$33K -680 Closed
CPA
1448
Clear Point Advisors
New York
-$28.9K -582 Closed
CWA
1449
Carolina Wealth Advisors
South Carolina
-$19.9K -400 Closed
DWS
1450
Dynamic Wealth Strategies
California
-$19K -384 Closed

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.