Osborne Partners Capital Management LLC Has $10.63 Million Position in iShares Gold Trust $IAU

Osborne Partners Capital Management LLC lessened its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 31.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 120,637 shares of the exchange traded fund’s stock after selling 55,470 shares during the quarter. Osborne Partners Capital Management LLC’s holdings in iShares Gold Trust were worth $10,635,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Bank of America Corp DE lifted its position in iShares Gold Trust by 1.5% in the 3rd quarter. Bank of America Corp DE now owns 30,799,504 shares of the exchange traded fund’s stock valued at $2,241,280,000 after acquiring an additional 456,140 shares in the last quarter. LPL Financial LLC lifted its holdings in shares of iShares Gold Trust by 1.5% in the fourth quarter. LPL Financial LLC now owns 13,742,286 shares of the exchange traded fund’s stock valued at $1,115,461,000 after purchasing an additional 203,528 shares in the last quarter. Wells Fargo & Company MN lifted its holdings in shares of iShares Gold Trust by 2.0% in the fourth quarter. Wells Fargo & Company MN now owns 13,136,955 shares of the exchange traded fund’s stock valued at $1,066,327,000 after purchasing an additional 260,541 shares in the last quarter. UBS Group AG boosted its position in shares of iShares Gold Trust by 6.5% during the third quarter. UBS Group AG now owns 9,148,055 shares of the exchange traded fund’s stock valued at $665,704,000 after buying an additional 561,489 shares during the last quarter. Finally, Citigroup Inc. boosted its position in shares of iShares Gold Trust by 35.7% during the fourth quarter. Citigroup Inc. now owns 7,201,313 shares of the exchange traded fund’s stock valued at $584,531,000 after buying an additional 1,893,594 shares during the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

Shares of iShares Gold Trust stock opened at $77.51 on Friday. The company has a market capitalization of $64.02 billion, a P/E ratio of 5.53 and a beta of 0.18. The stock has a fifty day simple moving average of $82.89 and a 200 day simple moving average of $87.46. iShares Gold Trust has a 12-month low of $61.60 and a 12-month high of $104.40.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Gold prices jumped after the softer U.S. employment data, boosting demand for gold-backed ETFs like IAU as rate-cut hopes and lower yields improved the appeal of non-yielding assets. Gold nears $4,200 as dollar slips after weak jobs data – Kitco AM Report
• Positive Sentiment: Market commentary pointed to central bank buying, ETF inflows, and diversification demand as ongoing structural support for gold, reinforcing the bullish case for IAU. Central banks boost gold reserves with net 41 tonnes purchased in May – World Gold Council
• Positive Sentiment: Several strategists said gold’s recovery above key technical levels signals stabilization and leaves room for further upside if the recent rebound continues. Gold (XAU/USD) Price Forecast: Above Trendline Signals Recovery
• Neutral Sentiment: Reports noted that holiday-weekend trading has been thin, which can exaggerate price moves but does not change the broader gold thesis. Gold Weekly Price Analysis – Gold Extends Weekly Gains as Weak Thursday Jobs Fuel Cut Bets
• Negative Sentiment: Some analysts warned that high U.S. interest rates and a stronger dollar can still cap gold’s upside, limiting how far IAU can run if macro conditions reverse. ‘We anticipate further upside for gold by year-end’ – HSBC’s Sels and Ku

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).