iShares Gold Trust $IAU Shares Sold by James Investment Research Inc.

James Investment Research Inc. lowered its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 5.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 339,621 shares of the exchange traded fund’s stock after selling 18,059 shares during the period. iShares Gold Trust comprises 2.7% of James Investment Research Inc.’s holdings, making the stock its 5th largest holding. James Investment Research Inc.’s holdings in iShares Gold Trust were worth $24,714,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sage Rhino Capital LLC lifted its holdings in iShares Gold Trust by 0.9% during the 3rd quarter. Sage Rhino Capital LLC now owns 324,717 shares of the exchange traded fund’s stock worth $23,630,000 after buying an additional 3,031 shares during the period. Sovran Advisors LLC raised its position in shares of iShares Gold Trust by 50.1% during the third quarter. Sovran Advisors LLC now owns 71,307 shares of the exchange traded fund’s stock worth $5,404,000 after acquiring an additional 23,785 shares during the last quarter. Patron Partners LLC bought a new stake in iShares Gold Trust in the third quarter valued at approximately $224,000. WealthShield Partners LLC boosted its holdings in iShares Gold Trust by 78.3% in the third quarter. WealthShield Partners LLC now owns 41,193 shares of the exchange traded fund’s stock valued at $2,998,000 after acquiring an additional 18,085 shares during the last quarter. Finally, EWA LLC increased its position in iShares Gold Trust by 39.1% during the 3rd quarter. EWA LLC now owns 51,692 shares of the exchange traded fund’s stock valued at $3,762,000 after purchasing an additional 14,531 shares during the period. 59.67% of the stock is currently owned by institutional investors and hedge funds.

iShares Gold Trust Stock Performance

iShares Gold Trust stock opened at $93.79 on Monday. The firm has a market cap of $79.13 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 52-week low of $51.52 and a 52-week high of $93.95. The firm has a 50 day moving average price of $82.31 and a two-hundred day moving average price of $73.95.

Key Stories Impacting iShares Gold Trust

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

• Positive Sentiment: Record gold rally fuels ETF demand — Gold extended a record run, topping $5,100 as investors and central banks sought refuge amid geopolitical risks, lifting gold‑linked ETFs like IAU. Gold races to $5,100 record peak on safe-haven demand
• Positive Sentiment: Broad market flight to safety supports flows — Multiple outlets report the gold surge is driven by geopolitical shocks and U.S. dollar weakness, factors that typically increase allocations to gold ETFs such as IAU. Gold surges past $5,000 as investors seek shelter from global risks
• Positive Sentiment: Analysts see further upside — Several analysts and reports say gold could keep climbing toward $6,000 on continued central‑bank buying and heightened geopolitical risk, implying more upside potential for IAU. Gold has more room to run as geopolitics, cenbank buying fuel gains, analysts say
• Neutral Sentiment: Miners and metal markets rally alongside gold — Strong precious‑metals moves are lifting miners and related equities, but IAU’s price action is driven by the metal itself rather than miners’ operational news. Gold surge above $5,000 helps miners continue to surge
• Neutral Sentiment: Different drivers across metals — Commentary notes gold’s rally is macro/safe‑haven driven, while other metals (e.g., copper) respond to industrial demand; this distinction matters for sector rotation but is neutral for a pure gold ETF like IAU. Gold and Copper Are Shining For Different Reasons
• Negative Sentiment: Cost competition from rival ETFs — Analysis points out lower‑cost alternatives (e.g., GLDM) could attract fee‑sensitive investors and limit future net inflows into IAU despite current price gains. Gold ETFs: GLDM Offers Lower Costs, While IAU Boasts More AUM

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).