iShares Gold Trust $IAU Shares Acquired by SWP Financial LLC

SWP Financial LLC boosted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 45.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,644 shares of the exchange traded fund’s stock after purchasing an additional 9,945 shares during the quarter. iShares Gold Trust makes up approximately 1.2% of SWP Financial LLC’s holdings, making the stock its 26th largest holding. SWP Financial LLC’s holdings in iShares Gold Trust were worth $2,303,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Evolution Wealth Advisors LLC boosted its stake in iShares Gold Trust by 1.5% during the 3rd quarter. Evolution Wealth Advisors LLC now owns 8,875 shares of the exchange traded fund’s stock valued at $646,000 after acquiring an additional 135 shares during the last quarter. Axecap Investments LLC raised its stake in shares of iShares Gold Trust by 1.0% in the 3rd quarter. Axecap Investments LLC now owns 14,316 shares of the exchange traded fund’s stock valued at $1,042,000 after purchasing an additional 137 shares in the last quarter. Aspiriant LLC lifted its position in shares of iShares Gold Trust by 1.8% during the third quarter. Aspiriant LLC now owns 7,854 shares of the exchange traded fund’s stock worth $572,000 after purchasing an additional 138 shares during the last quarter. Sincerus Advisory LLC grew its stake in iShares Gold Trust by 2.8% in the third quarter. Sincerus Advisory LLC now owns 5,184 shares of the exchange traded fund’s stock worth $377,000 after purchasing an additional 143 shares in the last quarter. Finally, Regatta Capital Group LLC increased its holdings in iShares Gold Trust by 0.5% in the third quarter. Regatta Capital Group LLC now owns 27,161 shares of the exchange traded fund’s stock valued at $1,977,000 after buying an additional 145 shares during the last quarter. 59.67% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about iShares Gold Trust

Here are the key news stories impacting iShares Gold Trust this week:

• Positive Sentiment: Analysts characterize the recent sell‑off as a healthy correction that could clear excess speculative positioning and set up further upside later in the cycle. Don’t panic: Analysts see gold and silver’s sell-off as a healthy correction
• Positive Sentiment: Longer‑term structural supports remain: central‑bank buying, geopolitical risks and ongoing reallocation into gold are cited by industry groups and strategists as underpinning demand. Gold Demand to Remain Strong as Investors Reassess Risk, WGC Says
• Positive Sentiment: IAU saw unusual options activity recently with a large block of call buying, signaling some investors were positioned for further upside before the pullback (potential short‑term bullish flow into the ETF).
• Neutral Sentiment: Citi’s outlook: gold is being supported today by overlapping geopolitical and economic risks, though Citi warns roughly half that risk premium could fade later in 2026 — a mixed near‑term vs. medium‑term view. Citi sees gold supported by risks, with some fading expected later in 2026
• Neutral Sentiment: Technically, commentators note the move has hit key retracement levels; some see the decline as a buying opportunity while others warn it could signal a deeper consolidation — outcomes are data and sentiment dependent. Gold News: Did Volatile, but Orderly 50% Correction Just Set Up Buy or Signal Top?
• Negative Sentiment: Nomination of Kevin Warsh to chair the Fed relieved some market fears about politicization of the central bank and reduced a portion of the “policy‑risk” premium that supported gold, prompting profit‑taking. Gold and Silver Prices Plunge from Record Highs—What Investors Need to Know
• Negative Sentiment: Rapid, broad selling across gold and silver (including large intraday drops and an 18% plunge in silver in some notes) reflects stretched positioning and a strong dollar/inflation‑data backdrop that can pressure bullion and ETF flows. Gold (XAUUSD), Silver, Platinum Forecasts – Silver Collapses 18% As Traders Rush For Exits

iShares Gold Trust Stock Down 10.2%

Shares of NYSEARCA IAU opened at $91.20 on Friday. The stock’s 50 day moving average price is $84.38 and its two-hundred day moving average price is $74.99. iShares Gold Trust has a 52-week low of $52.74 and a 52-week high of $104.40. The stock has a market capitalization of $77.00 billion, a P/E ratio of 5.53 and a beta of 0.09.

About iShares Gold Trust

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).