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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
MFIM
201
Mesirow Financial Investment Management
Illinois
$10.7M +$5.33K +106 +0%
FWM
202
Forza Wealth Management
Florida
$10.5M +$119K +2,373 +1%
CHAM
203
Clear Harbor Asset Management
Connecticut
$10.4M +$200K +3,973 +2%
FC
204
Fore Capital
New York
$10.3M +$1.51M +30,000 +17%
PHIMC
205
Private Harbour Investment Management & Counsel
Ohio
$10.3M -$405K -8,056 -4%
HNB
206
Huntington National Bank
Ohio
$10.3M
EW
207
Evoke Wealth
California
$10.3M -$830K -16,517 -7%
SWP
208
Sagespring Wealth Partners
Tennessee
$10.3M +$10.4M +207,610 New
MCM
209
Morton Capital Management
California
$10.3M +$332K +6,615 +3%
OPCM
210
Osborne Partners Capital Management
California
$10.1M -$299K -5,947 -3%
LIM
211
Leavell Investment Management
Alabama
$10.1M +$324K +6,447 +3%
WMP
212
Wealth Management Partners
Arizona
$10M +$86.6K +1,723 +0.9%
AIS
213
American Investment Services
Massachusetts
$9.93M -$217K -4,309 -2%
ASN
214
Advisory Services Network
Georgia
$9.78M +$2.07M +41,198 +26%
TBWA
215
Three Bridge Wealth Advisors
California
$9.78M +$40.2K +800 +0.4%
NA
216
Nottingham Advisors
New York
$9.73M -$1.86M -36,992 -16%
RAM
217
Resona Asset Management
Japan
$9.72M -$4.04M -80,375 -29%
IFG
218
Independent Financial Group
California
$9.58M +$684K +13,610 +8%
NAM
219
NTV Asset Management
West Virginia
$9.5M +$69.2K +1,377 +0.7%
OIS
220
Okabena Investment Services
Minnesota
$9.43M +$49.7K +989 +0.5%
Brown Advisory
221
Brown Advisory
Maryland
$9.38M +$638K +12,696 +7%
SCP
222
Silverleafe Capital Partners
Tennessee
$9.33M +$34.6K +689 +0.4%
SC
223
Sapient Capital
Indiana
$9.19M +$130K +2,590 +1%
JC
224
JB Capital
Connecticut
$9.19M +$9.02M +179,492 +2,940%
LF
225
LifePlan Financial
Minnesota
$8.96M -$428K -8,521 -4%

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.