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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
BPA
126
Beacon Pointe Advisors
California
$18.5M +$255K +5,071 +1%
BL
127
BFSG LLC
California
$18.3M +$2.96K +59 +0%
US Bancorp
128
US Bancorp
Minnesota
$18.3M +$4.34M +86,452 +31%
NAM
129
NorthCrest Asset Manangement
Minnesota
$18.1M -$544K -10,827 -3%
VCM
130
Vision Capital Management
Oregon
$18.1M -$91.5K -1,821 -0.5%
SPIA
131
Steward Partners Investment Advisory
New York
$18.1M +$2.94M +58,565 +19%
JIR
132
James Investment Research
Ohio
$17.8M -$31.7K -630 -0.2%
KWM
133
Kingsview Wealth Management
Oregon
$17.8M -$5.54M -110,224 -23%
Cohen & Steers
134
Cohen & Steers
New York
$17.8M +$1.37M +27,255 +8%
PPW
135
Parcion Private Wealth
Washington
$17.5M -$330K -6,560 -2%
Pictet Asset Management
136
Pictet Asset Management
Switzerland
$17.4M -$7.14M -142,000 -29%
Corient Private Wealth
137
Corient Private Wealth
Florida
$17.3M +$866K +17,239 +2%
CGPCS
138
Capital Group Private Client Services
California
$17M +$983K +19,557 +6%
FFA
139
First Foundation Advisors
California
$16.9M +$1.28M +25,557 +8%
FAT
140
First American Trust
California
$16.5M +$248K +4,937 +2%
DWM
141
Dakota Wealth Management
Florida
$16.1M +$230K +4,580 +1%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$16.1M -$86.7K -1,726 -0.5%
Citigroup
143
Citigroup
New York
$16.1M -$12.8M -254,414 -44%
OAM
144
Oppenheimer Asset Management
New York
$16.1M +$220K +4,376 +1%
QIM
145
Quest Investment Management
Oregon
$15.7M -$3.97M -78,926 -20%
MA
146
Modus Advisors
Minnesota
$15.7M -$288K -5,729 -2%
SFP
147
Sterling Financial Planning
New Jersey
$15.6M -$778K -15,475 -5%
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
$15.4M +$15.7M +311,793 New
BWP
149
Baldwin Wealth Partners
Massachusetts
$15.3M -$275K -5,480 -2%
SRC
150
Sage Rhino Capital
California
$15.1M -$1.73M -34,353 -10%

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.