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iShares Gold Trust
IAU

Overview Fund Activity

1,562 hedge funds and large institutions have $25.1B invested in iShares Gold Trust in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 496 increasing their positions, 614 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
+40
Holders Change %
+2.63%
% of All Funds
20.94%
Holding in Top 10
143
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-10.06%
% of All Funds
1.92%
New
136
Increased
496
Reduced
614
Closed
69
Calls
$291M
Puts
$542M
Net Calls
-$251M
Net Calls Change
-$737K

Top Buyers

1
Citigroup
Citigroup
New York
+$284M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$274M
3
Prudential Financial
Prudential Financial
New Jersey
+$208M
4
PA
PFG Advisors
Arizona
+$146M
5
MCM
Mainstay Capital Management
Michigan
+$82.2M

Top Sellers

1
Empower Advisory Group
Empower Advisory Group
Colorado
-$453M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$229M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$136M
4
Bank of America
Bank of America
North Carolina
-$62.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
201
Jones Financial Companies
Missouri
$15M +$3.45M +55,994 +30%
VCM
202
Verger Capital Management
North Carolina
$14.7M -$422K -6,775 -3%
UB
203
UMB Bank
Missouri
$14.4M +$52.6K +844 +0.4%
NL
204
NKCFO LLC
Illinois
$14.3M – – –
FWM
205
Forza Wealth Management
Florida
$14.2M +$20K +320 +0.1%
HNB
206
Huntington National Bank
Ohio
$14M -$13.3M – –
LFA
207
Legend Financial Advisors
Pennsylvania
$13.7M -$1.25M -19,989 -8%
CHAM
208
Clear Harbor Asset Management
Connecticut
$13.4M -$136K -2,180 -1%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$13.3M -$951K -15,420 -7%
CBA
210
Coastal Bridge Advisors
Connecticut
$13.3M +$13.3M +212,689 New
RL
211
Rogco LP
Oklahoma
$13.2M -$163K -2,614 -1%
Simplex Trading
212
Simplex Trading
Illinois
$13.1M +$3.25M +52,081 +33%
WLIM
213
White Lighthouse Investment Management
Massachusetts
$13.1M -$1.68M -26,985 -11%
ULWM
214
Upper Left Wealth Management
Florida
$13M -$880K -14,105 -6%
SWP
215
Stratos Wealth Partners
Ohio
$13M +$1.59M +25,511 +14%
AGA
216
Arkos Global Advisors
Texas
$13M -$692K -11,094 -5%
FC
217
Fore Capital
New York
$13M – – –
EW
218
Evoke Wealth
California
$12.9M -$62.5K -1,003 -0.5%
SPC
219
Sigma Planning Corp
Michigan
$12.9M +$829K +13,294 +7%
WMP
220
Wealth Management Partners
Arizona
$12.8M -$65.4K -1,040 -0.5%
HWM
221
HB Wealth Management
Georgia
$12.8M +$538K +8,621 +4%
SFS
222
Sowell Financial Services
Arkansas
$12.6M -$1.1M -17,598 -8%
ACM
223
Arlington Capital Management
Illinois
$12.5M -$5.9M -94,591 -32%
SS
224
Sunbelt Securities
Texas
$12.5M -$6.01M -121,290 -32%
AWS
225
Atria Wealth Solutions
New York
$12.4M -$16.4M -263,452 -57%
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