iShares Gold Trust $IAU Shares Sold by White Lighthouse Investment Management Inc.

White Lighthouse Investment Management Inc. lessened its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 4.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 206,671 shares of the exchange traded fund’s stock after selling 8,975 shares during the quarter. iShares Gold Trust makes up approximately 2.3% of White Lighthouse Investment Management Inc.’s investment portfolio, making the stock its 10th largest holding. White Lighthouse Investment Management Inc.’s holdings in iShares Gold Trust were worth $16,775,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IAU. Brighton Jones LLC acquired a new stake in iShares Gold Trust during the 4th quarter valued at approximately $1,864,000. Bison Wealth LLC increased its position in 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 period. AQR Capital Management LLC increased its position in 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 period. Glenview Trust co increased its position 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 purchasing an additional 1,095 shares during the period. Finally, Main Street Financial Solutions LLC increased its position 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 purchasing an additional 2,172 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

NYSEARCA:IAU opened at $84.81 on Friday. The company has a market capitalization of $72.20 billion, a PE ratio of 5.53 and a beta of 0.16. The company has a 50 day simple moving average of $88.05 and a two-hundred day simple moving average of $86.98. iShares Gold Trust has a fifty-two week low of $61.37 and a fifty-two week high of $104.40.

iShares Gold Trust News Roundup

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

• Negative Sentiment: Spot gold weakened late Friday as firm Treasury yields, a stronger dollar, and hawkish Fed inflation commentary outweighed some safe-haven demand linked to U.S.-Iran tensions. Gold weakens as U.S.-Iran talks keep oil, rates in focus – Kitco PM Report
• Negative Sentiment: Multiple intraday reports said precious metals were losing ground because investors fear the Fed may need to raise rates again to fight inflation, which is a headwind for gold-backed funds like IAU. Gold (XAUUSD), Silver, Platinum Forecasts – Gold Pulls Back As Traders Worry About Hawkish Fed
• Negative Sentiment: Gold also broke below a key technical channel and remained below recent support levels, signaling continued near-term weakness and limited momentum. Gold (XAUUSD) & Silver Price Forecast: Gold Breaks $4,520 Channel as Silver Rejects $76 — More Downside Ahead?
• Neutral Sentiment: Some reports noted that gold is still in a longer-term bullish structure and may be coiling for a breakout, but near-term trading has been choppy and headline-driven. Gold (XAU/USD) Price Forecast: Compression Signals Major Breakout Potential
• Neutral Sentiment: Mixed macro data, including weaker consumer sentiment but rising inflation expectations, kept gold trapped in a trading range rather than driving a clear rebound. Spot gold hits session low near $4,500/oz after final Consumer Sentiment drops to 44.8, one-year and long-term inflation expectations rise

iShares Gold Trust 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).