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iShares Gold Trust

1,522 hedge funds and large institutions have $23.7B invested in iShares Gold Trust in 2025 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 626 increasing their positions, 398 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+126
Holders Change %
+9.03%
% of All Funds
20.67%
Holding in Top 10
159
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+28.23%
% of All Funds
2.16%
New
213
Increased
626
Reduced
398
Closed
48
Calls
$198M
Puts
$449M
Net Calls
-$251M
Net Calls Change
+$635M
Name Holding Trade Value Shares
Change
Shares
Change %
AFAS
151
Acorn Financial Advisory Services
Virginia
$19.7M +$19.7M +333,642 New
DWM
152
Dakota Wealth Management
Florida
$19.5M +$286K +4,853 +1%
CWM
153
Chemistry Wealth Management
New York
$19.4M +$1.63M +27,721 +9%
IWC
154
Integrated Wealth Concepts
Massachusetts
$19.1M +$13.8M +233,936 +258%
OAM
155
Oppenheimer Asset Management
New York
$18.9M -$249K -4,229 -1%
Cohen & Steers
156
Cohen & Steers
New York
$18.8M -$2.38M -40,397 -11%
QIM
157
Quest Investment Management
Oregon
$18.7M +$3.54K +60 +0%
AAS
158
Avantax Advisory Services
Texas
$18.7M +$9.57M +162,279 +105%
MA
159
Modus Advisors
Minnesota
$18.5M -$193K -3,275 -1%
CGPCS
160
Capital Group Private Client Services
California
$18.5M -$1.75M -29,708 -9%
William Blair & Company
161
William Blair & Company
Illinois
$18.3M +$376K +6,385 +2%
CPCM
162
Cardinal Point Capital Management
Ontario, Canada
$18.3M -$5.79M -98,285 -24%
BF
163
BOK Financial
Oklahoma
$18M +$613K +10,405 +4%
SFP
164
Sterling Financial Planning
New Jersey
$17.9M -$613K -10,404 -3%
AWMS
165
Advocacy Wealth Management Services
Georgia
$17.9M +$10.4M +176,747 +139%
BWP
166
Baldwin Wealth Partners
Massachusetts
$17.9M -$277K -4,695 -2%
TW
167
Transform Wealth
Colorado
$17.8M +$259K +4,388 +1%
ANTB
168
AMG National Trust Bank
Colorado
$17.8M +$374K +6,339 +2%
AI
169
Atria Investments
North Carolina
$17.7M +$10.3M +174,335 +138%
BL
170
BCWM LLC
Kansas
$17.6M +$3.94M +66,825 +29%
GF
171
Gimbal Financial
Indiana
$17.6M +$7.2M +122,062 +69%
SRC
172
Sage Rhino Capital
California
$17.6M -$374K -6,339 -2%
BCM
173
Brookstone Capital Management
Illinois
$17.5M +$1.27M +21,585 +8%
Comerica Bank
174
Comerica Bank
Texas
$17.5M +$2.89M +49,076 +20%
ACM
175
Arlington Capital Management
Illinois
$17.4M +$49.1K +832 +0.3%