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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 %
KFI
1501
Key Financial Inc
Pennsylvania
$27.7K +$27.7K +444 New
PWMG
1502
Private Wealth Management Group
New Jersey
$26.8K +$20K +320 +291%
KFP
1503
Keener Financial Planning
Texas
$25K +$25K +413 New
SA
1504
SRH Advisors
Kansas
$24.9K – – –
MIM
1505
MTM Investment Management
South Carolina
$24.9K +$24.9K +400 New
TCOT
1506
Trust Company of Toledo
Ohio
$23.9K +$23.9K +384 New
OSNBOA
1507
Old Second National Bank of Aurora
Illinois
$23.4K – – –
PGAM
1508
Princeton Global Asset Management
New Jersey
$22.8K +$22.8K +366 New
MMCM
1509
Murphy & Mullick Capital Management
New York
$22.8K -$10.6K -171 -32%
FF
1510
Friedenthal Financial
New Jersey
$22.5K +$22.5K +360 New
CFS
1511
Compass Financial Services
Iowa
$21.9K -$12.7K -203 -37%
FRA
1512
Front Row Advisors
California
$21.8K +$21.8K +350 New
TC
1513
Trust Company
Kansas
$20.3K – – –
TCM
1514
Tradewinds Capital Management
Washington
$20K – – –
CAM
1515
Clarity Asset Management
Iowa
$20K +$14.5K +233 +268%
EWM
1516
Evolution Wealth Management
Florida
$19.2K +$19.2K +308 New
CCC
1517
Chelsea Counsel Company
California
$18.1K – – –
WWM
1518
Woodside Wealth Management
Massachusetts
$17.2K – – –
MM
1519
Main Management
California
$16K – – –
MEG
1520
Millstone Evans Group
Colorado
$15.2K – – –
KWM
1521
Kiker Wealth Management
Georgia
$14.7K -$6.49K -104 -31%
CAM
1522
Costello Asset Management
Pennsylvania
$12.5K – – –
DAM
1523
Delta Asset Management
Tennessee
$12.2K – – –
AG
1524
AmeriFlex Group
Nevada
$11.6K – – –
VWA
1525
VSM Wealth Advisory
Maryland
$11.1K -$30.2K -485 -73%
59 60
61
62 63