TruWealth Advisors LLC increased its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 72.8% during the 4th quarter, Holdings Channel reports. The fund owned 236,415 shares of the exchange traded fund’s stock after purchasing an additional 99,606 shares during the quarter. TruWealth Advisors LLC’s holdings in iShares Gold Trust were worth $19,190,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors also recently bought and sold shares of the stock. Abich Financial Wealth Management LLC acquired a new stake in shares of iShares Gold Trust during the 3rd quarter worth approximately $25,000. Mountain Hill Investment Partners Corp. acquired a new stake in iShares Gold Trust during the third quarter valued at $29,000. Measured Wealth Private Client Group LLC purchased a new position in iShares Gold Trust in the third quarter valued at $31,000. Fourth Dimension Wealth LLC raised its holdings in iShares Gold Trust by 436.3% in the 3rd quarter. Fourth Dimension Wealth LLC now owns 429 shares of the exchange traded fund’s stock worth $31,000 after purchasing an additional 349 shares during the period. Finally, SOA Wealth Advisors LLC. increased its stake in iShares Gold Trust by 230.0% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 462 shares of the exchange traded fund’s stock worth $34,000 after buying an additional 322 shares in the last quarter. 59.67% of the stock is owned by institutional investors and hedge funds.
iShares Gold Trust Stock Down 3.1%
Shares of NYSEARCA IAU opened at $84.70 on Friday. The firm has a 50-day simple moving average of $93.65 and a 200-day simple moving average of $82.57. The stock has a market capitalization of $71.52 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 52 week low of $55.78 and a 52 week high of $104.40.
iShares Gold Trust News Roundup
- Positive Sentiment: Geopolitical safe-haven bids are intermittently supporting gold amid Middle East tensions, providing short-lived demand that could limit losses for IAU. Gold (XAUUSD) & Silver Price Forecast: XAU Reversal vs. XAG Slump – Trend Shift Ahead?
- Positive Sentiment: Structural demand stories (tokenization and institutional infrastructure) support longer-term upside for gold-backed products like IAU. World Gold Council building shared infrastructure to support $5 billion tokenized gold market
- Neutral Sentiment: U.S. policy moves to diversify precious-metals vault networks could change logistics/custody dynamics for ETFs but are unlikely to immediately move prices. Proposed U.S. federal legislation looks to diversify precious metals vault network
- Neutral Sentiment: Strong retail/household demand in markets like India (gold loans, household holdings) underpins long-term physical demand but doesn’t offset short-term financial-market flows. Inside India newsletter: Gold loans are thriving in India — and attracting global investors
- Negative Sentiment: Gold posted its largest weekly drop in years as inflation expectations and dimmed rate-cut hopes pressured prices—key driver of IAU weakness. Gold sees biggest weekly loss in six years, faces more downside as inflation threat sidelines central banks
- Negative Sentiment: Rising U.S. Treasury yields and firmer dollar (partly oil‑driven) have been cited repeatedly as the proximate cause of the sell-off, reducing gold’s appeal and pressuring IAU. Gold Edges Lower on Inflation Concerns, Dimmed Fed Rate-Cut Hopes
- Negative Sentiment: Technical breaks near key support levels raise the risk of a deeper correction; technical analysts warn a breakdown could push prices toward lower targets, increasing downside risk for IAU. Gold (XAU/USD) Price Forecast: Support Breakdown Risks Deeper Correction
- Negative Sentiment: Market-wide liquidation erased trillions from precious‑metals market value this week and miners/related ETFs have slid, reflecting flow-through to gold ETFs like IAU. $3 Trillion Sell-Off In Gold And Silver Signals A Retracement Ahead Of Next Bull Run
- Negative Sentiment: Gold pulled back from recent record highs (back below the $5,000/oz peak), highlighting profit-taking and mean-reversion risk for IAU holders. Gold Back Under $5,000 – Is This the Best ETF to Buy for Its Next Run Higher?
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).
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