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iShares Gold Trust

1,410 hedge funds and large institutions have $18.6B invested in iShares Gold Trust in 2024 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 501 increasing their positions, 382 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 382

15% more funds holding

Funds holding: 1,2251,410 (+185)

5% more capital invested

Capital invested by funds: $17.7B → $18.6B (+$915M)

0.07% less ownership

Funds ownership: 56.23%56.16% (-0.07%)

6% less funds holding in top 10

Funds holding in top 10: 136128 (-8)

75% less call options, than puts

Call options by funds: $297M | Put options by funds: $1.18B

Holders
1,410
Holders Change
+185
Holders Change %
+15.1%
% of All Funds
18.57%
Holding in Top 10
128
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.88%
% of All Funds
1.69%
New
260
Increased
501
Reduced
382
Closed
46
Calls
$297M
Puts
$1.18B
Net Calls
-$886M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$15M -$2.06M -40,995 -12%
BF
152
BOK Financial
Oklahoma
$15M -$356K -7,084 -2%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$15M +$4.17M +82,933 +38%
CWM
154
Chemistry Wealth Management
New York
$14.9M +$124K +2,464 +0.8%
TW
155
Transform Wealth
Colorado
$14.8M +$14.7M +292,442 +4,996%
M&T Bank
156
M&T Bank
New York
$14.6M -$2.47M -49,164 -14%
ANTB
157
AMG National Trust Bank
Colorado
$14.6M +$195K +3,883 +1%
ACM
158
Arlington Capital Management
Illinois
$14.6M +$1.79M +35,666 +14%
CWP
159
Cyndeo Wealth Partners
Florida
$14.4M -$1.06M -21,133 -7%
LCM
160
LVM Capital Management
Michigan
$14.4M +$264K +5,261 +2%
Bank Julius Baer & Co
161
Bank Julius Baer & Co
Switzerland
$14.4M +$513K +10,200 +4%
FA
162
Faithward Advisors
Pennsylvania
$14M +$41.8K +832 +0.3%
PWM
163
Perigon Wealth Management
California
$14M +$1.97M +39,289 +17%
AF
164
Allworth Financial
California
$13.9M +$3.08M +61,324 +30%
BCM
165
Brookstone Capital Management
Illinois
$13.6M +$1.15M +22,803 +9%
LFA
166
Legend Financial Advisors
Pennsylvania
$13.3M -$440K -8,762 -3%
FCG
167
Fielder Capital Group
Tennessee
$13.3M -$229K -4,565 -2%
WAM
168
Wallington Asset Management
Indiana
$13.3M +$62.3K +1,240 +0.5%
NFG
169
Norris Financial Group
South Carolina
$13.2M +$1.8M +35,870 +16%
CAM
170
CPA Asset Management
Florida
$12.8M -$29.7K -591 -0.2%
BHWA
171
Beacon Harbor Wealth Advisors
Virginia
$12.7M +$543K +10,798 +4%
LRIA
172
Leonard Rickey Investment Advisors
Washington
$12.5M +$391K +7,772 +3%
PCA
173
Purkiss Capital Advisors
Connecticut
$12.5M +$12.6M +251,625 New
SS
174
Sunbelt Securities
Texas
$12.4M -$2.54M -50,463 -17%
KPF
175
K2 Principal Fund
Ontario, Canada
$12.4M

IAU Hedge Fund Activity: Q4 2024 in Review

1,410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2024, worth a combined $18.6B — up 5.2% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new IAU positions and 46 closed out — a net gain of 214 holders — while 501 added to existing stakes and 382 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $122M.

  • 1,410 institutional investors held iShares Gold Trust (IAU) as of Q4 2024, up from 1,225 in Q3 2024.
  • Funds reported $18.6B of iShares Gold Trust stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 260 funds opened new iShares Gold Trust positions in Q4 2024 and 46 closed out, a net change of +214 holders.
  • The largest iShares Gold Trust buyer in Q4 2024 was Envestnet Asset Management, an estimated $362M added.
  • The largest iShares Gold Trust seller in Q4 2024 was JP Morgan Chase, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.