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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 %
IFO
126
Independent Family Office
New York
$25M -$1.03M -16,525 -4%
MSWM
127
Mader & Shannon Wealth Management
Missouri
$24.9M -$7.59M -121,775 -23%
WJWM
128
Williams Jones Wealth Management
New York
$24.5M +$8.49M +136,201 +53%
EFM
129
E Fund Management
China
$23.8M +$19.8M +317,913 +494%
CGPCS
130
Capital Group Private Client Services
California
$23.7M +$4.12M +66,069 +21%
AFAS
131
Acorn Financial Advisory Services
Virginia
$23.6M +$2.82M +45,202 +14%
VCM
132
Vision Capital Management
Oregon
$23.5M -$109K -1,751 -0.5%
YCG
133
Yeomans Consulting Group
Georgia
$23.4M -$1.68M -26,735 -7%
CCA
134
Checchi Capital Advisers
California
$23.4M -$3.9M -62,562 -14%
BL
135
BFSG LLC
California
$23.3M +$245K +3,933 +1%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$23.1M +$1.66M +26,670 +8%
TWC
137
TD Waterhouse Canada
Ontario, Canada
$23.1M -$838K -13,330 -4%
AFA
138
AllGen Financial Advisors
Florida
$22.5M -$394K -6,324 -2%
CCG
139
Chatham Capital Group
Georgia
$22.5M -$1.25M -20,008 -5%
KWM
140
Kaydan Wealth Management
Michigan
$22.4M -$479K -7,677 -2%
JIR
141
James Investment Research
Ohio
$22.3M -$124K -1,982 -0.6%
US Bancorp
142
US Bancorp
Minnesota
$22.2M -$5.01M -80,393 -18%
AWMS
143
Advocacy Wealth Management Services
Georgia
$22.2M +$3.22M +51,708 +17%
BPA
144
Beacon Pointe Advisors
California
$22.1M -$601K -9,630 -3%
FFA
145
First Foundation Advisors
California
$22.1M -$1.11M -17,806 -5%
MFG
146
Merit Financial Group
Georgia
$21.9M +$7.44M +119,379 +52%
PCIG
147
Partners Capital Investment Group
Massachusetts
$21.8M +$5.17M +82,876 +31%
KWM
148
Kingsview Wealth Management
Oregon
$21.7M -$816K -13,080 -4%
DWM
149
Dakota Wealth Management
Florida
$21.5M +$844K +13,539 +4%
AAS
150
Avantax Advisory Services
Texas
$21.3M +$1.55M +24,889 +8%
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