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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
Bank of America
1
Bank of America
North Carolina
$1.53B -$50.6M -1,007,346 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.16B +$92.1M +1,831,919 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.12B -$22.5M -447,956 -2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$871M -$27.7M -551,732 -3%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$688M -$51.7M -1,028,719 -7%
Wells Fargo
6
Wells Fargo
California
$608M +$59.5M +1,183,962 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$534M +$362M +7,194,721 +201%
JP Morgan Chase
8
JP Morgan Chase
New York
$435M -$122M -2,429,074 -22%
LPL Financial
9
LPL Financial
California
$427M +$113M +2,253,090 +35%
AllianceBernstein
10
AllianceBernstein
Tennessee
$418M -$14.6M -290,880 -3%
UBS Group
11
UBS Group
Switzerland
$405M +$17.7M +352,035 +4%
WI
12
WealthNavi Inc
Japan
$293M +$7.1M +141,211 +2%
Ameriprise
13
Ameriprise
Minnesota
$290M +$25.1M +500,498 +9%
Raymond James Financial
14
Raymond James Financial
Florida
$251M +$254M +5,063,190 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$213M +$8.05M +160,250 +4%
BlackRock
16
BlackRock
New York
$212M +$16.6M +331,279 +8%
Truist Financial
17
Truist Financial
North Carolina
$206M +$75.7M +1,507,442 +57%
HighTower Advisors
18
HighTower Advisors
Illinois
$179M -$8.1M -161,147 -4%
PC
19
Packer & Co
Australia
$177M
Cerity Partners
20
Cerity Partners
New York
$162M +$1.37M +27,251 +0.8%
KeyBank National Association
21
KeyBank National Association
Ohio
$162M +$5.27M +104,816 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$160M +$8.82M +175,569 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$159M -$18.8M -373,729 -10%
Northern Trust
24
Northern Trust
Illinois
$156M +$9.95M +197,985 +7%
PC
25
Pureheart Capital
$132M +$134M +2,675,000 New

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.