iShares Gold Trust $IAU is VCI Wealth Management LLC’s 2nd Largest Position

VCI Wealth Management LLC raised its holdings in iShares Gold Trust (NYSEARCA:IAU) by 9.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 347,507 shares of the exchange traded fund’s stock after buying an additional 29,399 shares during the quarter. iShares Gold Trust comprises 6.6% of VCI Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. VCI Wealth Management LLC’s holdings in iShares Gold Trust were worth $26,240,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Wills Financial Group LLC raised its stake in iShares Gold Trust by 9.8% in the fourth quarter. Wills Financial Group LLC now owns 147,134 shares of the exchange traded fund’s stock worth $11,943,000 after buying an additional 13,093 shares in the last quarter. Wealth Care LLC bought a new stake in iShares Gold Trust during the 1st quarter valued at approximately $9,270,000. Acorn Financial Advisory Services Inc. ADV grew its holdings in shares of iShares Gold Trust by 3.1% during the 1st quarter. Acorn Financial Advisory Services Inc. ADV now owns 483,758 shares of the exchange traded fund’s stock worth $42,648,000 after acquiring an additional 14,344 shares during the period. Greykasell Wealth Strategies Inc. grew its holdings in shares of iShares Gold Trust by 1,107.5% during the 4th quarter. Greykasell Wealth Strategies Inc. now owns 10,240 shares of the exchange traded fund’s stock worth $831,000 after acquiring an additional 9,392 shares during the period. Finally, Outlook Wealth Advisors LLC grew its holdings in shares of iShares Gold Trust by 48.7% during the 4th quarter. Outlook Wealth Advisors LLC now owns 24,046 shares of the exchange traded fund’s stock worth $1,952,000 after acquiring an additional 7,876 shares during the period. 59.67% of the stock is owned by hedge funds and other institutional investors.

iShares Gold Trust News Summary

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

• Positive Sentiment: July retail sales unexpectedly fell 0.6%, while August consumer sentiment dropped to 51 versus expectations of 54.5. The weaker consumer data increased expectations that the Fed may keep rates steady in September, supporting gold and IAU. Gold rallies after retail sales drop
• Positive Sentiment: Soft CPI and PPI readings, rising jobless claims, and a pullback in the dollar have eased rate-hike concerns and helped keep precious metals above recent trading levels. Gold rebounds as dollar pulls back
• Positive Sentiment: UBS said gold could challenge $5,000 per ounce in the first half of 2027, citing lower real rates, a weaker dollar, and continued sovereign and central-bank demand. This reinforces the longer-term bullish case for IAU. UBS gold forecast
• Neutral Sentiment: Investors will watch next week’s Fed minutes, housing data, and manufacturing activity for clues about economic growth and monetary policy. These releases could produce significant volatility for gold and IAU. Gold looks to Fed minutes and economic data
• Negative Sentiment: Gold has struggled to extend its rebound near the $4,450-$4,500 resistance area. Analysts warn that a pullback or profit-taking could occur before another sustained advance, limiting near-term upside for IAU. Gold pullback risk after resistance test

iShares Gold Trust Stock Performance

Shares of NYSEARCA:IAU opened at $82.28 on Friday. The firm has a market capitalization of $67.96 billion, a P/E ratio of 5.53 and a beta of 0.18. The stock has a 50 day moving average price of $77.97 and a 200-day moving average price of $86.00. iShares Gold Trust has a 52-week low of $62.48 and a 52-week high of $104.40.

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).