Triad Wealth Partners LLC increased its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 64.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 130,830 shares of the exchange traded fund’s stock after purchasing an additional 51,480 shares during the quarter. iShares Gold Trust accounts for 1.2% of Triad Wealth Partners LLC’s holdings, making the stock its 21st biggest position. Triad Wealth Partners LLC’s holdings in iShares Gold Trust were worth $9,520,000 as of its most recent SEC filing.
A number of other large investors have also recently added to or reduced their stakes in IAU. Andina Capital Management LLC lifted its position in shares of iShares Gold Trust by 10.2% during the 3rd quarter. Andina Capital Management LLC now owns 5,019 shares of the exchange traded fund’s stock valued at $365,000 after acquiring an additional 465 shares during the last quarter. Bailard Inc. grew its holdings in shares of iShares Gold Trust by 33.2% in the 3rd quarter. Bailard Inc. now owns 46,222 shares of the exchange traded fund’s stock worth $3,364,000 after acquiring an additional 11,530 shares during the last quarter. Stock Yards Bank & Trust Co. raised its position in shares of iShares Gold Trust by 1.1% during the third quarter. Stock Yards Bank & Trust Co. now owns 25,805 shares of the exchange traded fund’s stock worth $1,878,000 after purchasing an additional 275 shares during the period. Avidian Wealth Enterprises LLC lifted its holdings in shares of iShares Gold Trust by 8.0% during the third quarter. Avidian Wealth Enterprises LLC now owns 16,580 shares of the exchange traded fund’s stock valued at $1,207,000 after purchasing an additional 1,222 shares during the last quarter. Finally, Rakuten Investment Management Inc. purchased a new stake in shares of iShares Gold Trust during the third quarter valued at $5,237,000. 59.67% of the stock is currently owned by institutional investors.
iShares Gold Trust Trading Up 1.5%
Shares of IAU opened at $90.87 on Thursday. The business’s 50-day moving average price is $81.69 and its 200 day moving average price is $73.45. The stock has a market capitalization of $76.38 billion, a P/E ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 1-year low of $51.52 and a 1-year high of $91.74.
Key Headlines Impacting iShares Gold Trust
- Positive Sentiment: Geopolitical risk (U.S.-Europe tensions over Greenland and tariff threats) pushed gold to new highs, driving safe‑haven demand that supports IAU. Gold breaks new record on Greenland tariff threats, with forecast of $7,000 on the cards
- Positive Sentiment: Analysts and asset managers point to rising institutional demand and ETF inflows as a structural tailwind for gold prices — supportive for IAU’s medium‑term outlook. Gold’s next surge will be driven by institutional demand – Sprott’s Ryan McIntyre
- Positive Sentiment: Industry commentary notes record ETF activity and continued inflows into gold products after 2025’s strong performance, a direct positive for IAU’s assets and liquidity. Gold ETF Still Breaking Records After Capping Best Year Ever
- Neutral Sentiment: Technical analysts flag that gold has hit key resistance and may pause or consolidate near Fibonacci levels; traders are watching for either continuation above resistance or a healthy pullback. Gold (XAU/USD) Price Forecast: Rally Stalls Near Key Resistance Zone
- Negative Sentiment: Reports that tensions eased at times sparked short‑term profit‑taking and a dip in gold’s safe‑haven bid, which can pull IAU down if de‑escalation continues. Gold Falls Amid Easing U.S.-Europe Tensions Over Greenland
- Negative Sentiment: Some price forecasts and intraday commentary warn of short‑term softening on ‘peace hopes’ or technical pullbacks, creating volatility risk for IAU holders. Gold (XAUUSD) & Silver Price Forecast: Gold Softens on Peace Hopes – Is the Uptrend at Risk?
iShares Gold Trust Company Profile
iShares Gold Trust (the Trust) is to own gold transferred to the Trust in exchange for shares issued by the Trust (Shares). Each Share represents a fractional undivided beneficial interest in the net assets of the Trust. The assets of the Trust consist of gold held by the Trust’s custodian on behalf of the Trust. The sponsor of the Trust is iShares Delaware Trust Sponsor LLC (the Sponsor), which is an indirect subsidiary of BlackRock, Inc The trustee of the Trust is The Bank of New York Mellon (the Trustee) and the custodian of the Trust is JPMorgan Chase Bank N.A., London branch (the Custodian).
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