Oxbow Advisors LLC Has $59.99 Million Holdings in iShares Gold Trust $IAU

Posted by Francis Steltz on Jul 4th, 2026

Oxbow Advisors LLC lessened its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 15.2% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 680,458 shares of the exchange traded fund’s stock after selling 121,966 shares during the quarter. iShares Gold Trust accounts for 5.1% of Oxbow Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Oxbow Advisors LLC’s holdings in iShares Gold Trust were worth $59,989,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of IAU. Wills Financial Group LLC increased its stake in shares of iShares Gold Trust by 9.8% in the 4th quarter. Wills Financial Group LLC now owns 147,134 shares of the exchange traded fund’s stock worth $11,943,000 after purchasing an additional 13,093 shares in the last quarter. Hudson Oak Wealth Advisory LLC bought a new position in iShares Gold Trust in the 4th quarter worth $1,725,000. Mirae Asset Global Investments Co. Ltd. lifted its position in iShares Gold Trust by 13.4% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 829,366 shares of the exchange traded fund’s stock valued at $67,320,000 after purchasing an additional 97,852 shares in the last quarter. Advisory Services Network LLC lifted its position in iShares Gold Trust by 20.3% during the third quarter. Advisory Services Network LLC now owns 207,238 shares of the exchange traded fund’s stock valued at $15,081,000 after purchasing an additional 35,018 shares in the last quarter. Finally, AllGen Financial Advisors Inc. lifted its position in iShares Gold Trust by 3.4% during the fourth quarter. AllGen Financial Advisors Inc. now owns 378,708 shares of the exchange traded fund’s stock valued at $30,740,000 after purchasing an additional 12,624 shares in the last quarter. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust News Summary

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

Positive Sentiment: Gold prices jumped after the softer U.S. employment data, boosting demand for gold-backed ETFs like IAU as rate-cut hopes and lower yields improved the appeal of non-yielding assets. Gold nears $4,200 as dollar slips after weak jobs data – Kitco AM Report
Positive Sentiment: Market commentary pointed to central bank buying, ETF inflows, and diversification demand as ongoing structural support for gold, reinforcing the bullish case for IAU. Central banks boost gold reserves with net 41 tonnes purchased in May – World Gold Council
Positive Sentiment: Several strategists said gold’s recovery above key technical levels signals stabilization and leaves room for further upside if the recent rebound continues. Gold (XAU/USD) Price Forecast: Above Trendline Signals Recovery
Neutral Sentiment: Reports noted that holiday-weekend trading has been thin, which can exaggerate price moves but does not change the broader gold thesis. Gold Weekly Price Analysis – Gold Extends Weekly Gains as Weak Thursday Jobs Fuel Cut Bets
Negative Sentiment: Some analysts warned that high U.S. interest rates and a stronger dollar can still cap gold’s upside, limiting how far IAU can run if macro conditions reverse. ‘We anticipate further upside for gold by year-end’ – HSBC’s Sels and Ku

iShares Gold Trust Stock Performance

NYSEARCA:IAU opened at $77.51 on Friday. The stock has a 50-day simple moving average of $82.89 and a two-hundred day simple moving average of $87.46. The firm has a market capitalization of $64.02 billion, a PE ratio of 5.53 and a beta of 0.18. iShares Gold Trust has a 52-week low of $61.60 and a 52-week high of $104.40.

About iShares Gold Trust

(Free Report)

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).