Global Retirement Partners LLC increased its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 54.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 137,928 shares of the exchange traded fund’s stock after acquiring an additional 48,797 shares during the quarter. Global Retirement Partners LLC’s holdings in iShares Gold Trust were worth $11,196,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Mach 1 Financial Group LLC acquired a new stake in iShares Gold Trust during the 4th quarter worth $461,000. Fortis Group Advisors LLC raised its stake in iShares Gold Trust by 11.8% during the 4th quarter. Fortis Group Advisors LLC now owns 63,626 shares of the exchange traded fund’s stock worth $5,165,000 after acquiring an additional 6,694 shares in the last quarter. Aspen Investment Management Inc acquired a new stake in iShares Gold Trust during the 4th quarter worth $439,000. IFP Advisors Inc raised its stake in iShares Gold Trust by 1.0% during the 4th quarter. IFP Advisors Inc now owns 572,339 shares of the exchange traded fund’s stock worth $46,457,000 after acquiring an additional 5,393 shares in the last quarter. Finally, Banque Cantonale Vaudoise raised its stake in iShares Gold Trust by 103.8% during the 4th quarter. Banque Cantonale Vaudoise now owns 54,969 shares of the exchange traded fund’s stock worth $4,463,000 after acquiring an additional 28,000 shares in the last quarter. 59.67% of the stock is currently owned by institutional investors and hedge funds.
iShares Gold Trust Price Performance
Shares of NYSEARCA:IAU opened at $85.53 on Thursday. iShares Gold Trust has a 12 month low of $61.37 and a 12 month high of $104.40. The firm has a market capitalization of $72.82 billion, a P/E ratio of 5.53 and a beta of 0.16. The company’s fifty day moving average price is $88.56 and its 200 day moving average price is $86.92.
Key Stories Impacting iShares Gold Trust
- Positive Sentiment: Gold and silver recovered when U.S. Treasury yields eased and oil prices pulled back, improving demand for precious metals and supporting a bounce in the gold price. Metals recover as Iran talks cool oil, Fed minutes cap risk – Kitco PM Report
- Positive Sentiment: Another report said gold market sentiment improved as falling yields lifted prices, suggesting lower rates can quickly restore bullish momentum for bullion-backed funds like IAU. Gold News: Gold Market Jumps as Treasury Yields Lose Momentum
- Neutral Sentiment: Analysts continue to argue that central bank buying remains strong and could support gold over the medium term, which is constructive for IAU, but this is more of a longer-range tailwind than a near-term catalyst. Central banks are buying more gold than expected, and purchases will increase further through 2026 – Goldman Sachs
- Neutral Sentiment: Some strategists still see a strong long-term bull case for gold, with forecasts calling for much higher prices later in 2026 and into 2027, which may help investor sentiment but does not resolve the current volatility. Gold’s rally will resume after Iran war, with price reaching $5,400/oz by H1 2027 – Lombard Odier
- Negative Sentiment: Gold has repeatedly slipped below key technical levels, with reports citing breaks under $4,500 and downside risk if support near $4,350 fails, which weighs on IAU near term. Gold price faces downside risk on break of 200-DMA and $4,350 critical support – Societe Generale
- Negative Sentiment: Rising Treasury yields and signs of reduced safe-haven demand from easing U.S.-Iran tensions have pressured gold, which is the main headwind for iShares Gold Trust today. Gold (XAUUSD) & Silver Price Forecast: Gold Breaks $4,466 as Silver Plummets Below $74 — Support or More Pain?
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).
See Also
- Five stocks we like better than iShares Gold Trust
- The Palantir Paradox—Record Numbers and a Stock That Won’t Cooperate
- TJX Companies Fires on All Cylinders With 9% Revenue Growth
- From Zepbound to Foundayo: Lilly’s Latest Results Support Oral GLP-1 Outlook
- AI Consolidation Begins: Blackstone & Google Forge an AI Empire
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.
