iShares Gold Trust $IAU Stock Position Lessened by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC trimmed its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 1.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,187,564 shares of the exchange traded fund’s stock after selling 14,885 shares during the period. iShares Gold Trust makes up approximately 0.9% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 26th largest holding. Dynasty Wealth Management LLC owned 0.14% of iShares Gold Trust worth $96,395,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also modified their holdings of the company. Natixis Advisors LLC increased its stake in iShares Gold Trust by 30.8% during the 4th quarter. Natixis Advisors LLC now owns 27,221 shares of the exchange traded fund’s stock valued at $2,210,000 after buying an additional 6,414 shares during the period. Vantus Wealth LLC acquired a new stake in shares of iShares Gold Trust in the 4th quarter worth approximately $391,000. Root Financial Partners LLC boosted its holdings in shares of iShares Gold Trust by 44.4% in the fourth quarter. Root Financial Partners LLC now owns 3,012 shares of the exchange traded fund’s stock valued at $244,000 after acquiring an additional 926 shares in the last quarter. Twin Peaks Wealth Advisors LLC boosted its holdings in shares of iShares Gold Trust by 11.1% in the fourth quarter. Twin Peaks Wealth Advisors LLC now owns 30,709 shares of the exchange traded fund’s stock valued at $2,493,000 after acquiring an additional 3,078 shares in the last quarter. Finally, Cercano Management LLC increased its stake in shares of iShares Gold Trust by 731.0% during the fourth quarter. Cercano Management LLC now owns 497,522 shares of the exchange traded fund’s stock valued at $40,384,000 after acquiring an additional 437,653 shares during the period. 59.67% of the stock is currently owned by institutional investors.

iShares Gold Trust Price Performance

Shares of NYSEARCA:IAU opened at $84.42 on Wednesday. The stock has a market cap of $71.87 billion, a price-to-earnings ratio of 5.53 and a beta of 0.16. iShares Gold Trust has a 12 month low of $61.37 and a 12 month high of $104.40. The stock’s 50 day moving average price is $87.07 and its 200 day moving average price is $87.43.

iShares Gold Trust News Summary

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

• Positive Sentiment: Central banks are continuing to treat gold as a preferred reserve asset, reinforcing long-term demand for the metal. Central banks see gold as the reserve asset of choice – ECB report
• Positive Sentiment: Gold found support from falling rates, retreating oil prices, a softer dollar, and expectations that weaker macro data could revive rate-cut bets. Gold Price Analysis – Gold Rallies as Rates Fall
• Positive Sentiment: Analysts say structural supports such as debt concerns, de-dollarization, sticky inflation, and steady central bank buying remain intact even after recent pullbacks. Gold price is squeezed between 50 and 200 DMA, but 2025 drivers will return stronger once Iran war recedes – Saxo Bank’s Hansen

iShares Gold Trust 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).