iShares Gold Trust $IAU is Stuart Investment Advisors Inc.’s 2nd Largest Position

Stuart Investment Advisors Inc. reduced its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 2.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 513,674 shares of the exchange traded fund’s stock after selling 15,168 shares during the quarter. iShares Gold Trust comprises about 15.6% of Stuart Investment Advisors Inc.’s investment portfolio, making the stock its 2nd biggest position. Stuart Investment Advisors Inc. owned 0.06% of iShares Gold Trust worth $38,788,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC bought a new stake in shares of iShares Gold Trust in the 4th quarter valued at approximately $1,864,000. Bison Wealth LLC increased its position in shares of iShares Gold Trust by 78.5% during the 4th quarter. Bison Wealth LLC now owns 16,778 shares of the exchange traded fund’s stock valued at $831,000 after purchasing an additional 7,379 shares during the last quarter. AQR Capital Management LLC increased its position in shares of iShares Gold Trust by 47.0% during the 1st quarter. AQR Capital Management LLC now owns 26,936 shares of the exchange traded fund’s stock valued at $1,588,000 after purchasing an additional 8,609 shares during the last quarter. Glenview Trust co raised its holdings in iShares Gold Trust by 9.7% during the 2nd quarter. Glenview Trust co now owns 12,384 shares of the exchange traded fund’s stock valued at $772,000 after buying an additional 1,095 shares during the period. Finally, Main Street Financial Solutions LLC raised its holdings in iShares Gold Trust by 6.3% during the 2nd quarter. Main Street Financial Solutions LLC now owns 36,817 shares of the exchange traded fund’s stock valued at $2,296,000 after buying an additional 2,172 shares during the period. 59.67% of the stock is currently owned by hedge funds and other institutional investors.

iShares Gold Trust News Roundup

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

• Positive Sentiment: July retail sales unexpectedly fell 0.6%, while August consumer sentiment dropped to 51 versus expectations of 54.5. The weaker consumer data increased expectations that the Fed may keep rates steady in September, supporting gold and IAU. Gold rallies after retail sales drop
• Positive Sentiment: Soft CPI and PPI readings, rising jobless claims, and a pullback in the dollar have eased rate-hike concerns and helped keep precious metals above recent trading levels. Gold rebounds as dollar pulls back
• Positive Sentiment: UBS said gold could challenge $5,000 per ounce in the first half of 2027, citing lower real rates, a weaker dollar, and continued sovereign and central-bank demand. This reinforces the longer-term bullish case for IAU. UBS gold forecast
• Neutral Sentiment: Investors will watch next week’s Fed minutes, housing data, and manufacturing activity for clues about economic growth and monetary policy. These releases could produce significant volatility for gold and IAU. Gold looks to Fed minutes and economic data
• Negative Sentiment: Gold has struggled to extend its rebound near the $4,450-$4,500 resistance area. Analysts warn that a pullback or profit-taking could occur before another sustained advance, limiting near-term upside for IAU. Gold pullback risk after resistance test

iShares Gold Trust Stock Up 0.6%

Shares of IAU opened at $82.28 on Friday. The company has a market cap of $67.96 billion, a PE ratio of 5.53 and a beta of 0.18. The business has a fifty day moving average of $77.97 and a 200 day moving average of $86.00. iShares Gold Trust has a 52-week low of $62.48 and a 52-week high of $104.40.

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).