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iShares Gold Trust

1,577 hedge funds and large institutions have $25.4B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 498 increasing their positions, 619 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less funds holding in top 10

Funds holding in top 10: 161146 (-15)

20% less repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 619

46% less call options, than puts

Call options by funds: $291M | Put options by funds: $542M

Holders
1,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
146
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$291M
Puts
$542M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$26M
SFG
127
Sowa Financial Group
Rhode Island
$25M
IFO
128
Independent Family Office
New York
$25M
MSWM
129
Mader & Shannon Wealth Management
Missouri
$24.9M
WJWM
130
Williams Jones Wealth Management
New York
$24.5M
EFM
131
E Fund Management
China
$23.8M
CGPCS
132
Capital Group Private Client Services
California
$23.7M
AFAS
133
Acorn Financial Advisory Services
Virginia
$23.6M
VCM
134
Vision Capital Management
Oregon
$23.5M
YCG
135
Yeomans Consulting Group
Georgia
$23.4M
CCA
136
Checchi Capital Advisers
California
$23.4M
BL
137
BFSG LLC
California
$23.3M
CIBC World Market
138
CIBC World Market
Ontario, Canada
$23.1M
TWC
139
TD Waterhouse Canada
Ontario, Canada
$23.1M
AFA
140
AllGen Financial Advisors
Florida
$22.5M
CCG
141
Chatham Capital Group
Georgia
$22.5M
KWM
142
Kaydan Wealth Management
Michigan
$22.4M
JIR
143
James Investment Research
Ohio
$22.3M
US Bancorp
144
US Bancorp
Minnesota
$22.2M
AWMS
145
Advocacy Wealth Management Services
Georgia
$22.2M
BPA
146
Beacon Pointe Advisors
California
$22.1M
FFA
147
First Foundation Advisors
California
$22.1M
MFG
148
Merit Financial Group
Georgia
$21.9M
PCIG
149
Partners Capital Investment Group
Massachusetts
$21.8M
KWM
150
Kingsview Wealth Management
Oregon
$21.7M