SOA Wealth Advisors LLC. raised its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 1,306.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 6,496 shares of the exchange traded fund’s stock after buying an additional 6,034 shares during the period. SOA Wealth Advisors LLC.’s holdings in iShares Gold Trust were worth $527,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of IAU. Ehrlich Financial Group grew its position in iShares Gold Trust by 15.3% during the 3rd quarter. Ehrlich Financial Group now owns 44,884 shares of the exchange traded fund’s stock worth $3,266,000 after acquiring an additional 5,943 shares during the last quarter. Bay Harbor Wealth Management LLC raised its position in iShares Gold Trust by 63.6% in the third quarter. Bay Harbor Wealth Management LLC now owns 55,530 shares of the exchange traded fund’s stock valued at $4,041,000 after purchasing an additional 21,596 shares during the last quarter. First Horizon Corp bought a new position in iShares Gold Trust in the third quarter valued at about $1,863,000. Strategic Blueprint LLC boosted its stake in shares of iShares Gold Trust by 30.2% during the third quarter. Strategic Blueprint LLC now owns 136,931 shares of the exchange traded fund’s stock valued at $9,964,000 after purchasing an additional 31,746 shares in the last quarter. Finally, MA Private Wealth boosted its stake in shares of iShares Gold Trust by 10.3% during the third quarter. MA Private Wealth now owns 157,758 shares of the exchange traded fund’s stock valued at $11,480,000 after purchasing an additional 14,705 shares in the last quarter. Institutional investors own 59.67% of the company’s stock.
iShares Gold Trust Stock Performance
NYSEARCA:IAU opened at $87.94 on Friday. The stock’s 50-day moving average is $93.06 and its 200-day moving average is $83.79. iShares Gold Trust has a 1-year low of $55.78 and a 1-year high of $104.40. The stock has a market cap of $74.87 billion, a P/E ratio of 5.53 and a beta of 0.09.
Key iShares Gold Trust News
- Positive Sentiment: Technical rebound: gold reclaimed its 50‑day moving average, a key technical trigger that often draws momentum buyers and supports bullion‑backed ETFs like IAU. Gold (XAUUSD) & Silver Price Forecast
- Positive Sentiment: Weekly recovery narrative: analysts note gold “fighting back” this week, which can sustain inflows into IAU if momentum continues. Gold Weekly Price Analysis – Gold Continues to Fight Back
- Positive Sentiment: Structural support: central banks remain net buyers of physical gold, a durable demand source that underpins ETFs over the medium term. Central banks remain net gold buyers
- Neutral Sentiment: Strategist views: large banks (e.g., UBS, HSBC) are bullish on gold over the medium/long term, which supports investor conviction but may not drive immediate flows. Gold set for new highs as Middle East conflict reshapes precious metals outlook
- Neutral Sentiment: Market caution ahead of macro data: several pieces note traders positioning ahead of NFP and other data, which can produce choppy, low‑volume moves in IAU. Gold and Silver Technical Analysis
- Negative Sentiment: ETF outflows: reports show GLD and IAU experienced large monthly outflows as investors took profits after the rally — direct negative pressure on IAU’s asset base and price. GLD, IAU see massive monthly outflows
- Negative Sentiment: Macro headwinds: a stronger US dollar and rising US Treasury yields are repeatedly cited as pressuring gold, which tends to weigh on IAU until yields abate. Gold, silver solidly down amid USDX gains
- Negative Sentiment: Profit‑taking and talk of a longer Iran conflict created intraday selling and technical breakdowns in some reads, adding short-term downside risk for bullion ETFs. Gold retreats as traders prepare for a long war in Iran
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).
Featured Stories
Want to see what other hedge funds are holding IAU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Gold Trust (NYSEARCA:IAU – Free Report).
Receive News & Ratings for iShares Gold Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Gold Trust and related companies with MarketBeat.com's FREE daily email newsletter.
