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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
WLIM
176
White Lighthouse Investment Management
Massachusetts
$12.3M -$302K -6,019 -2%
Comerica Bank
177
Comerica Bank
Texas
$12.2M +$372K +7,413 +3%
UB
178
UMB Bank
Missouri
$12.2M -$681K -13,559 -5%
RCA
179
Resonant Capital Advisors
Wisconsin
$12.2M +$35.4K +704 +0.3%
VHAM
180
Van Hulzen Asset Management
California
$12M +$218K +4,340 +2%
ACP
181
Aveo Capital Partners
Colorado
$11.8M -$1.44M -28,707 -11%
FTS
182
Fifth Third Securities
Ohio
$11.8M +$49.4K +983 +0.4%
KWM
183
Kaydan Wealth Management
Michigan
$11.8M -$7.41M -147,399 -38%
SIAG
184
Signet Investment Advisory Group
Rhode Island
$11.7M -$113K -2,249 -0.9%
TCCM
185
Timber Creek Capital Management
Massachusetts
$11.7M -$198K -3,940 -2%
VCM
186
Verger Capital Management
North Carolina
$11.5M
BL
187
BCWM LLC
Kansas
$11.5M +$11.7M +232,432 New
TA
188
Townsend & Associates
Colorado
$11.5M -$77.5K -1,542 -0.7%
SIC
189
Sigma Investment Counselors
Michigan
$11.5M +$275K +5,482 +2%
ULWM
190
Upper Left Wealth Management
Florida
$11.4M +$84.4K +1,680 +0.7%
NL
191
NKCFO LLC
Illinois
$11.3M +$3.8M +75,650 +49%
HW
192
Hamilton Wealth
California
$11.3M +$311K +6,186 +3%
EAMA
193
EFG Asset Management (Americas)
Florida
$11M -$381K -7,583 -3%
PI
194
Parkside Investments
Illinois
$11M -$128K -2,544 -1%
PCIA
195
Prime Capital Investment Advisors
Kansas
$10.9M +$567K +11,284 +5%
UCFA
196
United Capital Financial Advisors
Texas
$10.9M +$10.3M +205,834 +1,440%
AGA
197
Arkos Global Advisors
Texas
$10.9M -$61.3K -1,219 -0.6%
SFS
198
Sowell Financial Services
Arkansas
$10.8M +$1.36M +27,088 +14%
RL
199
Rogco LP
Oklahoma
$10.8M -$475K -9,458 -4%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$10.8M +$5.37M +106,797 +97%

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.