AE Wealth Management LLC Acquires 22,898 Shares of iShares Gold Trust $IAU

AE Wealth Management LLC grew its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 45.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,777 shares of the exchange traded fund’s stock after buying an additional 22,898 shares during the quarter. AE Wealth Management LLC’s holdings in iShares Gold Trust were worth $5,296,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of IAU. Citigroup Inc. boosted its holdings in shares of iShares Gold Trust by 809.1% in the 2nd quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock valued at $318,586,000 after buying an additional 4,546,835 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in 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 valued at $680,947,000 after acquiring an additional 4,398,605 shares during the last quarter. Prudential Financial Inc. grew its position in shares of iShares Gold Trust by 2,152.7% in the 2nd quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock valued at $217,892,000 after acquiring an additional 3,339,000 shares during the period. Packer & Co Ltd acquired a new position in shares of iShares Gold Trust during the 3rd quarter worth about $156,463,000. Finally, PFG Advisors raised its holdings in shares of iShares Gold Trust by 4,797.3% in the 2nd 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. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

Shares of NYSEARCA:IAU opened at $91.20 on Friday. iShares Gold Trust has a 52-week low of $52.74 and a 52-week high of $104.40. The company has a market capitalization of $77.00 billion, a P/E ratio of 5.53 and a beta of 0.09. The company has a 50-day simple moving average of $84.38 and a 200 day simple moving average of $75.08.

iShares Gold Trust News Summary

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

• Positive Sentiment: Analysts characterize the recent sell?off as a healthy correction that could clear excess speculative positioning and set up further upside later in the cycle. Don’t panic: Analysts see gold and silver’s sell-off as a healthy correction
• Positive Sentiment: Longer?term structural supports remain: central?bank buying, geopolitical risks and ongoing reallocation into gold are cited by industry groups and strategists as underpinning demand. Gold Demand to Remain Strong as Investors Reassess Risk, WGC Says
• Positive Sentiment: IAU saw unusual options activity recently with a large block of call buying, signaling some investors were positioned for further upside before the pullback (potential short?term bullish flow into the ETF).
• Neutral Sentiment: Citi’s outlook: gold is being supported today by overlapping geopolitical and economic risks, though Citi warns roughly half that risk premium could fade later in 2026 — a mixed near?term vs. medium?term view. Citi sees gold supported by risks, with some fading expected later in 2026
• Neutral Sentiment: Technically, commentators note the move has hit key retracement levels; some see the decline as a buying opportunity while others warn it could signal a deeper consolidation — outcomes are data and sentiment dependent. Gold News: Did Volatile, but Orderly 50% Correction Just Set Up Buy or Signal Top?
• Negative Sentiment: Nomination of Kevin Warsh to chair the Fed relieved some market fears about politicization of the central bank and reduced a portion of the “policy?risk” premium that supported gold, prompting profit?taking. Gold and Silver Prices Plunge from Record Highs—What Investors Need to Know
• Negative Sentiment: Rapid, broad selling across gold and silver (including large intraday drops and an 18% plunge in silver in some notes) reflects stretched positioning and a strong dollar/inflation?data backdrop that can pressure bullion and ETF flows. Gold (XAUUSD), Silver, Platinum Forecasts – Silver Collapses 18% As Traders Rush For Exits

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).