Shared Vision Wealth Group LLC Grows Holdings in iShares Gold Trust $IAU

Shared Vision Wealth Group LLC grew its position in iShares Gold Trust (NYSEARCA:IAU) by 44.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,275 shares of the exchange traded fund’s stock after purchasing an additional 11,521 shares during the quarter. iShares Gold Trust makes up about 1.2% of Shared Vision Wealth Group LLC’s investment portfolio, making the stock its 19th largest holding. Shared Vision Wealth Group LLC’s holdings in iShares Gold Trust were worth $2,881,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. MTM Investment Management LLC purchased a new position in shares of iShares Gold Trust in the second quarter valued at about $25,000. Mountain Hill Investment Partners Corp. bought a new stake in iShares Gold Trust during the 3rd quarter valued at approximately $29,000. Keener Financial Planning LLC purchased a new position in iShares Gold Trust in the 2nd quarter worth approximately $25,000. Private Wealth Management Group LLC boosted its stake in iShares Gold Trust by 290.9% in the 2nd quarter. Private Wealth Management Group LLC now owns 430 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 320 shares during the period. Finally, Key Financial Inc purchased a new stake in iShares Gold Trust during the 2nd quarter valued at approximately $28,000. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

IAU stock opened at $89.55 on Wednesday. The company’s fifty day moving average price is $81.45 and its 200-day moving average price is $73.32. iShares Gold Trust has a one year low of $51.51 and a one year high of $89.75. The company has a market capitalization of $75.27 billion, a PE ratio of 5.53 and a beta of 0.09.

Key Stories Impacting iShares Gold Trust

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

• Positive Sentiment: Spot gold keeps hitting new records as safe‑haven flows surge; Proactive reports spot gold topped $4,888/oz amid the rally that’s boosting gold‑linked assets like IAU. Read More.
• Positive Sentiment: CNBC says gold broke above $4,800 on Greenland tariff threats and expectations for further upside (analysts even flagging much higher targets), supporting continued ETF inflows into bullion exposures. Read More.
• Positive Sentiment: FXEmpire and other market coverage note geopolitical tensions and dollar weakness sent XAUUSD toward ~$4,870–$4,900, reinforcing safe‑haven demand that directly benefits IAU’s NAV. Read More.
• Positive Sentiment: Multiple technical/price forecasts (FXEmpire, Kitco, Investopedia) highlight strong momentum and targets toward $5,000/oz, which tends to attract momentum and macro flows into gold ETFs. Read More.
• Neutral Sentiment: Market participants are watching Fed speeches and data—comments suggest upcoming policy signals could influence gold direction (rate‑sensitive). Short‑term volatility may increase but direction depends on Fed outlook. Read More.
• Neutral Sentiment: Regulatory actions in mining jurisdictions (Reuters: Indonesian permits revoked for some energy/mining projects) are sector‑specific and ambiguous for bullion: could tighten supply over time (bullish) or weigh on miner sentiment (mixed). Read More.
• Negative Sentiment: There are near‑term technical‑correction warnings (WSJ and others) after the rapid run; a corrective pullback in gold would pressure IAU’s short‑term performance. Read More.
• Negative Sentiment: Analyst downgrades in gold miners (JPMorgan flags stock‑specific downside risks ahead of Q4 reports) could reduce investor appetite for mining equities vs. bullion ETFs—minor indirect effect but highlights cost/royalty risks in the sector. Read More.

About iShares Gold Trust

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).