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iShares Gold Trust

1,544 hedge funds and large institutions have $24B invested in iShares Gold Trust in 2025 Q1 according to their latest regulatory filings, with 218 funds opening new positions, 634 increasing their positions, 403 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 49

57% more repeat investments, than reductions

Existing positions increased: 634 | Existing positions reduced: 403

29% more capital invested

Capital invested by funds: $18.6B → $24B (+$5.44B)

27% more funds holding in top 10

Funds holding in top 10: 128163 (+35)

10% more funds holding

Funds holding: 1,4101,544 (+134)

0.19% more ownership

Funds ownership: 56.16%56.35% (+0.19%)

56% less call options, than puts

Call options by funds: $198M | Put options by funds: $449M

Holders
1,544
Holders Change
+134
Holders Change %
+9.5%
% of All Funds
20.7%
Holding in Top 10
163
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+27.34%
% of All Funds
2.19%
New
218
Increased
634
Reduced
403
Closed
49
Calls
$198M
Puts
$449M
Net Calls
-$251M
Net Calls Change
+$635M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1551
Firestone Capital Management
Florida
-$2.7M -54,604 Closed
LWM
1552
Laidlaw Wealth Management
New York
-$2.46M -49,645 Closed
CFGS
1553
Concourse Financial Group Securities
Alabama
-$2.47M -47,410 Closed
LWM
1554
Liberty Wealth Management
California
-$1.85M -37,445 Closed
TSS
1555
Two Sigma Securities
New York
-$1.82M -36,743 Closed
AT
1556
American Trust
Kentucky
-$1.8M -36,348 Closed
CSWG
1557
Cardinal Strategic Wealth Guidance
Kentucky
-$1.55M -31,216 Closed
Belvedere Trading
1558
Belvedere Trading
Illinois
-$1.16M -21,488 Closed
AWA
1559
Authentikos Wealth Advisory
California
-$999K -20,168 Closed
NRI
1560
NFP Retirement Inc
California
-$924K -18,655 Closed
CIC
1561
Carnegie Investment Counsel
Ohio
-$679K -13,724 Closed
FWM
1562
FFT Wealth Management
Pennsylvania
-$638K -12,893 Closed
FSA
1563
Franklin Street Advisors
North Carolina
-$302K -6,090 Closed
SW
1564
SVB Wealth
Massachusetts
-$288K -5,807 Closed
CCG
1565
Catalina Capital Group
California
-$275K -5,550 Closed
PIAS
1566
PCA Investment Advisory Services
Ohio
-$241K -4,867 Closed
WHG
1567
Westwood Holdings Group
Texas
-$237K -4,792 Closed
JBW
1568
Journey Beyond Wealth
Georgia
-$236K -4,759 Closed
PA
1569
Procyon Advisors
Connecticut
-$224K -4,521 Closed
FC
1570
FCA Corp
Texas
-$222K -4,478 Closed
MFS
1571
Miller Financial Services
Michigan
-$220K -4,443 Closed
O3W
1572
Omni 360 Wealth
New Jersey
-$216K -4,367 Closed
TRCT
1573
Tower Research Capital (TRC)
New York
-$208K -4,200 Closed
WG
1574
Wealth Group
North Carolina
-$207K -4,183 Closed
CJ
1575
Caitlin John
Michigan
-$143K -2,889 Closed

IAU Hedge Fund Activity: Q1 2025 in Review

1,544 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2025, worth a combined $24B — up 29% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new IAU positions and 49 closed out — a net gain of 169 holders — while 634 added to existing stakes and 403 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $368M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 1,544 institutional investors held iShares Gold Trust (IAU) as of Q1 2025, up from 1,410 in Q4 2024.
  • Funds reported $24B of iShares Gold Trust stock for Q1 2025, up 29% quarter-over-quarter.
  • 218 funds opened new iShares Gold Trust positions in Q1 2025 and 49 closed out, a net change of +169 holders.
  • The largest iShares Gold Trust buyer in Q1 2025 was Envestnet Asset Management, an estimated $368M added.
  • The largest iShares Gold Trust seller in Q1 2025 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2025.