iShares Gold Trust $IAU Stock Holdings Lowered by Harbour Wealth Management Group Inc.

Harbour Wealth Management Group Inc. lowered its holdings in iShares Gold Trust (NYSEARCA:IAU) by 7.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 149,800 shares of the exchange traded fund’s stock after selling 12,069 shares during the quarter. iShares Gold Trust accounts for 9.9% of Harbour Wealth Management Group Inc.’s holdings, making the stock its 2nd biggest position. Harbour Wealth Management Group Inc.’s holdings in iShares Gold Trust were worth $13,206,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. CIBC Bancorp USA Inc. acquired a new position in iShares Gold Trust during the third quarter valued at $193,639,000. Concurrent Investment Advisors LLC boosted its holdings in iShares Gold Trust by 381.5% in the fourth quarter. Concurrent Investment Advisors LLC now owns 2,534,729 shares of the exchange traded fund’s stock valued at $205,744,000 after purchasing an additional 2,008,288 shares during the last quarter. Citigroup Inc. grew its position in iShares Gold Trust by 35.7% during the 4th quarter. Citigroup Inc. now owns 7,201,313 shares of the exchange traded fund’s stock worth $584,531,000 after purchasing an additional 1,893,594 shares during the period. Mizuho Bank Ltd. acquired a new stake in iShares Gold Trust during the 3rd quarter worth about $120,798,000. Finally, Emory University purchased a new position in shares of iShares Gold Trust during the 3rd quarter valued at about $78,661,000. Hedge funds and other institutional investors own 59.67% of the company’s stock.

Key iShares Gold Trust News

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

• Positive Sentiment: Gold rebounded above the $4,200 level in early U.S. trading as traders balanced Fed hike risk against easing energy-risk premiums and progress in U.S.-Iran negotiations. Gold rebounds above $4,200 as markets weigh Fed hike risk, Iran progress – Kitco AM Report
• Positive Sentiment: Some analysts still see long-term upside for gold, with commentary saying the pullback may be a buying opportunity and that gold can eventually move much higher. Gold Just Dropped $68. Peter Schiff Says That’s Your Buy Signal.
• Neutral Sentiment: Gold attempted to rebound despite rising Treasury yields, suggesting the market is still searching for direction rather than entering a clear trend. Gold (XAUUSD), Silver, Platinum Forecasts – Gold Attempts To Rebound Despite Rising Treasury Yields
• Neutral Sentiment: Gold ETFs remain a focus for investors, with one article highlighting other gold funds as potential buys, which underscores continued interest in the sector. 3 Great Gold ETFs to Buy Now
• Negative Sentiment: Morgan Stanley said gold may struggle to reach its bullish 2026 target without a meaningful rebound in ETF inflows, pointing to weaker near-term demand. Gold price will struggle to reach $5,200/oz in 2026 without strong ETF inflows – Morgan Stanley
• Negative Sentiment: Bank of America said the Fed’s tighter policy stance is creating hurdles for gold, tempering bullish expectations in the near term. Bank of America says gold can still hit $6,000, just not anytime soon
• Negative Sentiment: Gold opened lower at the start of the trading week, with the stronger dollar and firm yields continuing to pressure prices. Gold Price Analysis – Gold Drops at the Open
• Negative Sentiment: Gold and silver remained under pressure from dollar strength and higher Treasury yields, reinforcing the headwind for bullion-linked funds like IAU. Gold and Silver Price Forecast: Dollar Breakout Keeps Metals Under Pressure

iShares Gold Trust Stock Performance

NYSEARCA IAU opened at $78.80 on Tuesday. The firm has a market capitalization of $67.09 billion, a P/E ratio of 5.53 and a beta of 0.15. The stock has a 50-day simple moving average of $85.35 and a two-hundred day simple moving average of $87.72. iShares Gold Trust has a fifty-two week low of $61.37 and a fifty-two week high of $104.40.

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).