Concurrent Investment Advisors LLC Has $38.31 Million Stock Holdings in iShares Gold Trust $IAU

Concurrent Investment Advisors LLC increased its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 447.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 526,441 shares of the exchange traded fund’s stock after purchasing an additional 430,275 shares during the period. iShares Gold Trust makes up about 0.7% of Concurrent Investment Advisors LLC’s holdings, making the stock its 25th biggest position. Concurrent Investment Advisors LLC’s holdings in iShares Gold Trust were worth $38,309,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in IAU. TD Private Client Wealth LLC grew its position in shares of iShares Gold Trust by 4.5% during the 3rd quarter. TD Private Client Wealth LLC now owns 29,254 shares of the exchange traded fund’s stock worth $2,129,000 after buying an additional 1,264 shares during the period. Decker Retirement Planning Inc. bought a new position in iShares Gold Trust during the third quarter worth $133,000. Schmidt P J Investment Management Inc. grew its holdings in iShares Gold Trust by 17.2% in the third quarter. Schmidt P J Investment Management Inc. now owns 9,256 shares of the exchange traded fund’s stock worth $674,000 after purchasing an additional 1,361 shares during the period. Harbor Investment Advisory LLC increased its stake in iShares Gold Trust by 2.4% in the third quarter. Harbor Investment Advisory LLC now owns 6,183 shares of the exchange traded fund’s stock valued at $450,000 after purchasing an additional 147 shares in the last quarter. Finally, Allen Capital Group LLC increased its stake in iShares Gold Trust by 5.4% in the third quarter. Allen Capital Group LLC now owns 3,851 shares of the exchange traded fund’s stock valued at $280,000 after purchasing an additional 199 shares in the last quarter. 59.67% of the stock is currently owned by institutional investors.

iShares Gold Trust Trading Up 1.9%

Shares of NYSEARCA IAU opened at $86.49 on Tuesday. The firm’s 50-day moving average price is $80.10 and its 200-day moving average price is $72.29. The firm has a market capitalization of $72.63 billion, a P/E ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 1-year low of $50.14 and a 1-year high of $87.19.

iShares Gold Trust News Roundup

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

• Positive Sentiment: Criminal probe into Fed Chair Jerome Powell and fears about Fed independence hit the dollar and sent investors into gold, boosting safe‑haven flows that support IAU. Sell America trade: Dollar drops, gold surges as Trump’s Fed pressure campaign raises fears about U.S. system
• Positive Sentiment: Gold pierced $4,600/oz as haven demand and Fed concerns propelled bullion to new records — a direct positive driver for IAU’s NAV and investor inflows. Gold Breaks Through $4,600 on Fed Concerns, Haven Boost
• Positive Sentiment: Multiple market reports note powerful rallies and record highs for gold and silver as risk‑aversion climbs — positive technical and flow dynamics for IAU. Powerful rallies send gold, silver to record highs amid risk aversion
• Positive Sentiment: Kitco and analysts point to geopolitical shockwaves (Iran, Venezuela, other flashpoints) lifting gold above $4,600 and setting higher resistance levels — continued tailwind for IAU. Gold prices ride geopolitical shockwaves above $4,600, but real resistance lies at $4,770/oz – World Gold Council
• Positive Sentiment: Geopolitical headlines (e.g., U.S.–Greenland/NATO concerns) have pushed investors toward gold and defence stocks; increased safe‑haven demand supports IAU flows. Trump Greenland threat triggers search for shelter beyond gold, defence
• Neutral Sentiment: Technical and intraday trading notes provide entry/exit levels for active traders; useful for timing but not a directional change driver on fundamentals. Gold market analysis for January 12 – key intra-day price entry levels for active traders
• Neutral Sentiment: Market commentators highlight Fed cut bets, CPI/PPI data and dollar moves as next catalysts; these are monitoring items for IAU but not immediate negatives. Gold (XAUUSD) & Silver Price Forecast: Safe‑Haven Surge Lifts XAU Above $4,600
• Negative Sentiment: WSJ flags a likely short‑term technical correction after overnight records — signals that IAU could see pullbacks or higher volatility in the near term. Gold Edges Lower on Likely Technical Correction

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).