Wealth Quarterback LLC Has $14.60 Million Position in iShares Gold Trust $IAU

Posted by Wayne Rhoads on Dec 30th, 2025

Wealth Quarterback LLC increased its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 183.7% during the third quarter, HoldingsChannel reports. The firm owned 200,692 shares of the exchange traded fund’s stock after buying an additional 129,946 shares during the period. iShares Gold Trust comprises 5.6% of Wealth Quarterback LLC’s portfolio, making the stock its 3rd biggest holding. Wealth Quarterback LLC’s holdings in iShares Gold Trust were worth $14,604,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Citigroup Inc. lifted its stake in iShares Gold Trust by 809.1% during the 2nd quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock valued at $318,586,000 after acquiring an additional 4,546,835 shares during the period. JPMorgan Chase & Co. grew its stake in shares of iShares Gold Trust by 67.5% in the second quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock worth $680,947,000 after acquiring an additional 4,398,605 shares during the period. Prudential Financial Inc. raised its holdings in shares of iShares Gold Trust by 2,152.7% during the second quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock valued at $217,892,000 after purchasing an additional 3,339,000 shares during the last quarter. PFG Advisors lifted its position in iShares Gold Trust by 4,797.3% during the second quarter. PFG Advisors now owns 1,432,369 shares of the exchange traded fund’s stock valued at $89,323,000 after purchasing an additional 1,403,121 shares during the period. Finally, Mainstay Capital Management LLC ADV boosted its holdings in iShares Gold Trust by 12,087.3% in the second quarter. Mainstay Capital Management LLC ADV now owns 1,329,143 shares of the exchange traded fund’s stock worth $82,885,000 after purchasing an additional 1,318,237 shares during the last quarter. 59.67% of the stock is owned by hedge funds and other institutional investors.

iShares Gold Trust Trading Down 4.4%

NYSEARCA:IAU opened at $81.61 on Tuesday. The company has a market cap of $67.25 billion, a PE ratio of 5.53 and a beta of 0.09. The company has a 50 day simple moving average of $78.64 and a two-hundred day simple moving average of $70.89. iShares Gold Trust has a 12 month low of $49.00 and a 12 month high of $85.68.

Trending Headlines about iShares Gold Trust

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

Positive Sentiment: UBS projects materially higher gold prices (up to $5,000 by Q3 2026, $5,400 in a stress case), a bullish long?term narrative that supports demand for gold ETFs like IAU. UBS sees $5,000 gold Q3 2026
Positive Sentiment: Institutional buying: Ehrlich Financial Group increased its IAU stake in Q3, signaling continued institutional interest in the ETF. Ehrlich Financial Group Has $3.27 Million Stock Holdings in iShares Gold Trust $IAU
Positive Sentiment: Options flow showed unusually large call buying (11,411 calls), which can indicate speculative or hedged bullish positioning in IAU shares.
Neutral Sentiment: Technical/broad-market breakout context — recent analysis notes volatility-driven breakouts in gold and silver, which can lead to strong directional moves but also sharp reversals; this keeps the outlook binary and data-dependent. Gold and Silver Technical Analysis: Volatility Surge Confirms Bullish Breakouts
Neutral Sentiment: Macro commentary and 2026 outlooks argue for elevated structural demand into hard assets; useful for long-term holders but less immediately predictive of intraday moves. Gold and silver enter a new era: What investors should expect in 2026
Negative Sentiment: CME margin hikes increased volatility and forced repositioning across metals, triggering short-term selling pressure that weighs on IAU. Gold (XAUUSD) & Silver Price Forecast: $4,360 Gold Rebounds as Margin Hike Shakes Metals
Negative Sentiment: Heavy profit-taking after recent record highs and technical warnings of a larger pullback (analysts flag a potential swing target ~$4,041 on spot gold) have pressured gold and thus IAU. Gold (XAUUSD) Price Forecast: Gold Market Breakdown Eyes $4,041 Target
Negative Sentiment: Session?level selling tied to short?term data surprises (e.g., stronger U.S. housing data) and routine profit-taking pushed spot gold lower intraday, transmitting to IAU flows. Spot gold at session lows after U.S. pending home sales surprise

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).