BCU Wealth Advisors LLC Has $422,000 Stock Position in iShares Gold Trust $IAU

BCU Wealth Advisors LLC decreased its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 66.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,790 shares of the exchange traded fund’s stock after selling 9,420 shares during the quarter. BCU Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $422,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of IAU. Godfrey Financial Associates Inc. bought a new stake in iShares Gold Trust in the fourth quarter worth $25,000. Monetary Solutions Ltd acquired a new position in iShares Gold Trust during the fourth quarter worth $26,000. Rossby Financial LCC raised its holdings in iShares Gold Trust by 75.7% during the fourth quarter. Rossby Financial LCC now owns 325 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 140 shares in the last quarter. Gables Capital Management Inc. raised its holdings in iShares Gold Trust by 173.1% during the fourth quarter. Gables Capital Management Inc. now owns 355 shares of the exchange traded fund’s stock valued at $29,000 after buying an additional 225 shares in the last quarter. Finally, Longview Financial Advisors Inc. acquired a new stake in shares of iShares Gold Trust in the first quarter worth about $29,000. Institutional investors own 59.67% of the company’s stock.

More iShares Gold Trust News

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

• Negative Sentiment: Multiple market updates say gold broke below key support and is showing a bearish technical setup, with analysts warning of deeper correction risk. Gold (XAU/USD) Price Forecast: Trendline Failure Signals Deeper Downside Risk
• Negative Sentiment: Stronger U.S. dollar strength and rising Treasury yields continue to be a headwind for gold, increasing the opportunity cost of holding the non-yielding metal. Gold price could struggle through 2026 as it loses safe-haven status to US bonds – BI’s McGlone
• Negative Sentiment: Several reports note that resilient U.S. economic data and cooling inflation fears are reducing safe-haven demand, which can keep pressure on gold prices. Gold prices struggling as U.S. economy remains resilient and inflation fears cool
• Neutral Sentiment: There were also brief rebounds above $4,000 as lower yields, a softer dollar, and renewed geopolitical risk sparked buying interest, but those moves have not yet reversed the broader downtrend. Gold holds $4,000 as Fed hawkishness offsets renewed Gulf risk – Kitco PM Report

iShares Gold Trust Price Performance

Shares of NYSEARCA:IAU opened at $75.71 on Friday. The stock has a market capitalization of $64.46 billion, a P/E ratio of 5.53 and a beta of 0.15. The business has a 50-day moving average of $84.51 and a two-hundred day moving average of $87.65. iShares Gold Trust has a fifty-two week low of $61.37 and a fifty-two 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).