Sofi Wealth LLC Acquires 12,465 Shares of iShares Gold Trust $IAU

Sofi Wealth LLC lifted its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 4.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 277,571 shares of the exchange traded fund’s stock after acquiring an additional 12,465 shares during the quarter. iShares Gold Trust makes up approximately 1.1% of Sofi Wealth LLC’s portfolio, making the stock its 17th biggest position. Sofi Wealth LLC’s holdings in iShares Gold Trust were worth $22,530,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Schmidt P J Investment Management Inc. boosted its stake in shares of iShares Gold Trust by 1.1% during the fourth quarter. Schmidt P J Investment Management Inc. now owns 9,362 shares of the exchange traded fund’s stock valued at $760,000 after purchasing an additional 106 shares in the last quarter. Foster Group Inc. boosted its stake in shares of iShares Gold Trust by 2.4% during the fourth quarter. Foster Group Inc. now owns 5,126 shares of the exchange traded fund’s stock valued at $416,000 after purchasing an additional 120 shares in the last quarter. Two West Capital Advisors LLC boosted its stake in shares of iShares Gold Trust by 1.9% during the fourth quarter. Two West Capital Advisors LLC now owns 7,035 shares of the exchange traded fund’s stock valued at $571,000 after purchasing an additional 132 shares in the last quarter. Focused Wealth Management Inc boosted its stake in shares of iShares Gold Trust by 3.4% during the fourth quarter. Focused Wealth Management Inc now owns 4,063 shares of the exchange traded fund’s stock valued at $330,000 after purchasing an additional 132 shares in the last quarter. Finally, Evolution Wealth Advisors LLC boosted its stake in shares of iShares Gold Trust by 1.5% during the third quarter. Evolution Wealth Advisors LLC now owns 8,875 shares of the exchange traded fund’s stock valued at $646,000 after purchasing an additional 135 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

NYSEARCA IAU opened at $86.73 on Thursday. The firm’s 50 day moving average price is $91.14 and its 200-day moving average price is $86.00. iShares Gold Trust has a 52-week low of $59.71 and a 52-week high of $104.40. The company has a market cap of $73.84 billion, a PE ratio of 5.53 and a beta of 0.20.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Short-term rates cooled overnight and the market reacted with a gold bounce — this directly supports IAU’s rise as lower yields make gold relatively more attractive. Read More.
• Positive Sentiment: The U.S. dollar index (USDX) slipped, delivering “solid price gains” for gold and silver; dollar weakness typically lifts IAU. Read More.
• Positive Sentiment: Spot gold hit session highs after U.S. weekly jobless claims surprised/moved markets intraday — the immediate market reaction helped push bullion (and thus IAU) higher. Read More.
• Neutral Sentiment: U.S. Q1 GDP rose 2% while core inflation accelerated to 3.2% — inflation supports bullion but stronger growth can lift rates; net effect is ambiguous for IAU until the Fed’s reaction is clearer. Read More.
• Neutral Sentiment: World Bank and market reports point to continued volatility and a possible ceiling on precious metal moves through 2026 — longer-term structural demand (central banks, retail) remains a counterbalance to short-term swings. Read More.
• Negative Sentiment: Recent Fed messaging and expectations for “higher-for-longer” rates have pressured gold in prior sessions; elevated real yields and a stronger dollar are headwinds for IAU if they reassert. Read More.
• Negative Sentiment: Technical analysts warn of bearish momentum toward key support zones after recent breakdowns — further technical selling could push IAU lower if momentum continues. Read More.

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).