LVM Capital Management Ltd. MI boosted its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 2.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 301,370 shares of the exchange traded fund’s stock after purchasing an additional 5,890 shares during the period. iShares Gold Trust makes up approximately 2.3% of LVM Capital Management Ltd. MI’s portfolio, making the stock its 14th biggest holding. LVM Capital Management Ltd. MI’s holdings in iShares Gold Trust were worth $24,462,000 at the end of the most recent reporting period.
A number of other hedge funds also recently made changes to their positions in the stock. World Equity Group Inc. grew its stake in shares of iShares Gold Trust by 56.5% during the 4th quarter. World Equity Group Inc. now owns 10,218 shares of the exchange traded fund’s stock valued at $829,000 after buying an additional 3,687 shares during the period. Burns J W & Co. Inc. NY increased its position in shares of iShares Gold Trust by 11.9% in the fourth quarter. Burns J W & Co. Inc. NY now owns 40,775 shares of the exchange traded fund’s stock worth $3,310,000 after acquiring an additional 4,332 shares in the last quarter. PUREfi Wealth LLC increased its position in shares of iShares Gold Trust by 1.6% in the fourth quarter. PUREfi Wealth LLC now owns 8,861 shares of the exchange traded fund’s stock worth $719,000 after acquiring an additional 141 shares in the last quarter. Sax Wealth Advisors LLC raised its stake in shares of iShares Gold Trust by 4.8% in the 4th quarter. Sax Wealth Advisors LLC now owns 22,488 shares of the exchange traded fund’s stock valued at $1,825,000 after acquiring an additional 1,027 shares during the period. Finally, First Bank & Trust raised its stake in shares of iShares Gold Trust by 3.9% in the 4th quarter. First Bank & Trust now owns 13,557 shares of the exchange traded fund’s stock valued at $1,100,000 after acquiring an additional 506 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.
iShares Gold Trust Trading Up 3.0%
NYSEARCA:IAU opened at $85.27 on Thursday. The firm’s fifty day simple moving average is $93.47 and its 200 day simple moving average is $83.03. iShares Gold Trust has a twelve month low of $55.78 and a twelve month high of $104.40. The firm has a market capitalization of $72.00 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09.
More iShares Gold Trust News
- Positive Sentiment: Analysts at BMO say gold’s bull rally is “paused, not over,” which supports medium-term investor demand and underwriting for ETF flows. BMO says gold’s bull rally not over
- Positive Sentiment: Gold strategists at Goldman Sachs remain bullish (headline targets cited), reinforcing buy-side conviction that sovereign/central-bank demand could re-accelerate later this year. Gold jumps over 2% as oil slump eases inflation fears amid Trump Iran talks
- Positive Sentiment: Technical support around the 200‑day moving average and recent value‑buying prompted rebounds and a test of resistance levels — a classic setup for ETF inflows and short‑covering in IAU. 200-Day Support Fuels Bullish Reversal
- Positive Sentiment: Tether’s full audit and its growing on‑chain gold holdings signal rising institutional/sovereign-scale demand for allocated gold exposure, a longer-term structural positive for gold ETFs. Tether announces first full audit
- Neutral Sentiment: The U.S. repatriated about $100M of Venezuelan gold for refiners — a small, technical supply/movement item that is unlikely to meaningfully affect bullion prices but is watched by market participants. U.S. brought back $100 million of gold from Venezuela
- Neutral Sentiment: Commentary from Brookings and market microstructure reports highlight a large retail presence in metals trading; that crowding can amplify moves both ways but is ambiguous for directional price bias. Precious metals price declines stem from retail pile-in
- Negative Sentiment: Most recent headlines say hopes for an Iran ceasefire have faded, curbing safe‑haven bids and contributing to a fresh selloff in gold and silver — a direct near‑term headwind for IAU. Gold, Silver Tumble Again
- Negative Sentiment: Reports show XAUUSD plunged amid a stronger USD and Iran rejecting ceasefire offers, underscoring the immediate geopolitical sensitivity that can quickly reverse ETF inflows. XAU Plummets $1,000
- Negative Sentiment: Some coverage frames the recent move as a technical correction after a large rally; momentum deterioration could keep pressure on IAU until macro headlines stabilize. Gold Declines on Possible Technical Correction
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).
Further Reading
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