Modern Wealth Management LLC Has $25.18 Million Stock Holdings in iShares Gold Trust $IAU

Posted by Geri Gentry on Jul 24th, 2026

Modern Wealth Management LLC lowered its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 3.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 280,748 shares of the exchange traded fund’s stock after selling 9,815 shares during the quarter. Modern Wealth Management LLC’s holdings in iShares Gold Trust were worth $25,177,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Merkkuri Wealth Advisors LLC bought a new position in shares of iShares Gold Trust during the first quarter worth $26,000. Fairway Wealth LLC lifted its position in iShares Gold Trust by 525.0% in the 1st quarter. Fairway Wealth LLC now owns 300 shares of the exchange traded fund’s stock valued at $26,000 after acquiring an additional 252 shares in the last quarter. Godfrey Financial Associates Inc. bought a new stake in iShares Gold Trust in the 4th quarter valued at $25,000. Rossby Financial LCC boosted its stake in iShares Gold Trust by 75.7% in the 4th quarter. Rossby Financial LCC now owns 325 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 140 shares during the period. Finally, Monetary Solutions Ltd bought a new position in iShares Gold Trust during the 4th quarter worth about $26,000. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

Shares of iShares Gold Trust stock opened at $76.15 on Friday. The firm has a market cap of $62.89 billion, a PE ratio of 5.53 and a beta of 0.18. The business’s 50 day simple moving average is $79.74 and its 200 day simple moving average is $86.91. iShares Gold Trust has a 52-week low of $61.60 and a 52-week high of $104.40.

More iShares Gold Trust News

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

Positive Sentiment: Some investors still see the pullback in gold as healthy profit-taking rather than a breakdown in the longer-term uptrend, suggesting support may hold near current levels.
Positive Sentiment: Several market commentators, including John Paulson, reiterated that the gold bull market may still be in its early stages, pointing to ongoing central bank buying and broadening investor demand.
Neutral Sentiment: Technical analysts say gold is trapped between support near $4,000 and resistance around $4,200, so near-term direction may depend on whether buyers can defend key levels.
Neutral Sentiment: Central bank and sovereign buying remains part of the longer-term support story for gold, but recent headlines also note that the market is consolidating after a sharp run-up.
Negative Sentiment: Spot gold fell sharply as higher Treasury yields, a firmer U.S. dollar, and stronger-than-expected U.S. weekly jobless claims data pressured precious metals. Article Title
Negative Sentiment: Recent market commentary also says gold is struggling to hold gains above $4,100, with rising rates and a stronger dollar creating near-term headwinds for bullion and gold-backed funds like IAU.

iShares Gold Trust Company Profile

(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).