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iShares Gold Trust

1,567 hedge funds and large institutions have $25.2B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 616 reducing their positions, and 70 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:

10% less funds holding in top 10

Funds holding in top 10: 160144 (-16)

19% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 616

46% less call options, than puts

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

Holders
1,567
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
144
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
SFG
126
Sowa Financial Group
Rhode Island
$25M
IFO
127
Independent Family Office
New York
$25M
MSWM
128
Mader & Shannon Wealth Management
Missouri
$24.9M
WJWM
129
Williams Jones Wealth Management
New York
$24.5M
EFM
130
E Fund Management
China
$23.8M
CGPCS
131
Capital Group Private Client Services
California
$23.7M
AFAS
132
Acorn Financial Advisory Services
Virginia
$23.6M
VCM
133
Vision Capital Management
Oregon
$23.5M
YCG
134
Yeomans Consulting Group
Georgia
$23.4M
CCA
135
Checchi Capital Advisers
California
$23.4M
BL
136
BFSG LLC
California
$23.3M
CIBC World Market
137
CIBC World Market
Ontario, Canada
$23.1M
TWC
138
TD Waterhouse Canada
Ontario, Canada
$23.1M
AFA
139
AllGen Financial Advisors
Florida
$22.5M
CCG
140
Chatham Capital Group
Georgia
$22.5M
KWM
141
Kaydan Wealth Management
Michigan
$22.4M
JIR
142
James Investment Research
Ohio
$22.3M
US Bancorp
143
US Bancorp
Minnesota
$22.2M
AWMS
144
Advocacy Wealth Management Services
Georgia
$22.2M
BPA
145
Beacon Pointe Advisors
California
$22.1M
FFA
146
First Foundation Advisors
California
$22.1M
MFG
147
Merit Financial Group
Georgia
$21.9M
PCIG
148
Partners Capital Investment Group
Massachusetts
$21.8M
KWM
149
Kingsview Wealth Management
Oregon
$21.7M
DWM
150
Dakota Wealth Management
Florida
$21.5M