Heritage Financial Services LLC Acquires Shares of 11,065 iShares Gold Trust $IAU

Heritage Financial Services LLC bought a new stake in shares of iShares Gold Trust (NYSEARCA:IAU) in the 3rd quarter, Holdings Channel reports. The fund bought 11,065 shares of the exchange traded fund’s stock, valued at approximately $805,000.

Several other institutional investors have also modified their holdings of IAU. JPMorgan Chase & Co. grew its stake in iShares Gold Trust by 67.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock valued at $680,947,000 after purchasing an additional 4,398,605 shares in the last quarter. WealthNavi Inc. boosted its stake in shares of iShares Gold Trust by 8.5% during the 3rd quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock valued at $518,890,000 after buying an additional 559,413 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of iShares Gold Trust by 2.3% during the second quarter. Ameriprise Financial Inc. now owns 6,616,480 shares of the exchange traded fund’s stock worth $412,563,000 after buying an additional 148,881 shares in the last quarter. Truist Financial Corp increased its stake in shares of iShares Gold Trust by 14.4% in the second quarter. Truist Financial Corp now owns 5,490,435 shares of the exchange traded fund’s stock worth $342,384,000 after buying an additional 692,844 shares during the last quarter. Finally, Citigroup Inc. raised its holdings in iShares Gold Trust by 809.1% in the second quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock valued at $318,586,000 after acquiring an additional 4,546,835 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

NYSEARCA IAU opened at $90.87 on Thursday. The company has a market capitalization of $76.38 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 12 month low of $51.52 and a 12 month high of $91.74. The company’s fifty day moving average price is $81.69 and its two-hundred day moving average price is $73.45.

iShares Gold Trust News Summary

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

• Positive Sentiment: Geopolitical risk (U.S.-Europe tensions over Greenland and tariff threats) pushed gold to new highs, driving safe‑haven demand that supports IAU. Gold breaks new record on Greenland tariff threats, with forecast of $7,000 on the cards
• Positive Sentiment: Analysts and asset managers point to rising institutional demand and ETF inflows as a structural tailwind for gold prices — supportive for IAU’s medium‑term outlook. Gold’s next surge will be driven by institutional demand – Sprott’s Ryan McIntyre
• Positive Sentiment: Industry commentary notes record ETF activity and continued inflows into gold products after 2025’s strong performance, a direct positive for IAU’s assets and liquidity. Gold ETF Still Breaking Records After Capping Best Year Ever
• Neutral Sentiment: Technical analysts flag that gold has hit key resistance and may pause or consolidate near Fibonacci levels; traders are watching for either continuation above resistance or a healthy pullback. Gold (XAU/USD) Price Forecast: Rally Stalls Near Key Resistance Zone
• Negative Sentiment: Reports that tensions eased at times sparked short‑term profit‑taking and a dip in gold’s safe‑haven bid, which can pull IAU down if de‑escalation continues. Gold Falls Amid Easing U.S.-Europe Tensions Over Greenland
• Negative Sentiment: Some price forecasts and intraday commentary warn of short‑term softening on ‘peace hopes’ or technical pullbacks, creating volatility risk for IAU holders. Gold (XAUUSD) & Silver Price Forecast: Gold Softens on Peace Hopes – Is the Uptrend at Risk?

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).