RFG Bristol Wealth Advisors LLC cut its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 48.5% in the third quarter, Holdings Channel.com reports. The institutional investor owned 33,417 shares of the exchange traded fund’s stock after selling 31,502 shares during the period. RFG Bristol Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $2,432,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in the company. Citigroup Inc. increased its position 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 worth $318,586,000 after purchasing an additional 4,546,835 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of iShares Gold Trust by 67.5% in the 2nd quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock worth $680,947,000 after buying an additional 4,398,605 shares in the last quarter. Prudential Financial Inc. increased its holdings in shares of iShares Gold Trust by 2,152.7% in the 2nd quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock worth $217,892,000 after buying an additional 3,339,000 shares during the last quarter. PFG Advisors raised its position in shares of iShares Gold Trust by 4,797.3% during the 2nd quarter. PFG Advisors now owns 1,432,369 shares of the exchange traded fund’s stock valued at $89,323,000 after buying an additional 1,403,121 shares in the last quarter. Finally, Mainstay Capital Management LLC ADV lifted its holdings in shares of iShares Gold Trust by 12,087.3% in the 2nd quarter. Mainstay Capital Management LLC ADV now owns 1,329,143 shares of the exchange traded fund’s stock valued at $82,885,000 after acquiring an additional 1,318,237 shares during the last quarter. Hedge funds and other institutional investors own 59.67% of the company’s stock.
iShares Gold Trust Trading Up 2.6%
IAU opened at $83.71 on Tuesday. The stock has a 50-day moving average of $79.13 and a 200 day moving average of $71.53. iShares Gold Trust has a 12 month low of $49.51 and a 12 month high of $85.68. The firm has a market cap of $70.52 billion, a P/E ratio of 5.53 and a beta of 0.09.
Key Stores Impacting iShares Gold Trust
- Positive Sentiment: Safe‑haven flows after the U.S. operation in Venezuela and related geopolitical jitters pushed gold above key levels, underpinning IAU demand. Gold Breaks Out as Venezuela Crisis and Dovish Fed Boost Safe‑Haven Demand
- Positive Sentiment: Persistent safe‑haven buying and dovish Fed bets have kept gold around the $4,450/oz zone, supporting IAU as traders price lower rate expectations and recession risk. Gold (XAUUSD) & Silver Price Forecast: Bulls Defend $4,450 Gold as Silver Eyes $80.50
- Positive Sentiment: Strategist and house views remain constructive on gold for 2026 (primary hedge/performance driver), which supports longer‑term ETF flows into IAU. Gold will be the primary hedge and performance driver in 2026, silver could top out – Bank of America
- Positive Sentiment: Institutional buying is visible in filings: Endeavor Private Wealth raised its IAU holding, a small but direct vote of confidence for the ETF. Endeavor Private Wealth Inc. Has $2.16 Million Stock Holdings in iShares Gold Trust
- Neutral Sentiment: Gold’s near‑term path could track oil and broader risk sentiment — oil shocks or stabilizing energy markets may amplify or damp safe‑haven flows into IAU. Gold prices will take their cues from oil this week following Venezuela attacks
- Neutral Sentiment: Analysts see further upside but expect returns to moderate in 2026 — supportive for medium‑term ETF flows but suggests smaller, steadier gains ahead. Gold’s rally has further to run, but returns are set to moderate in 2026 – State Street
- Negative Sentiment: Technical profit‑taking and short‑term corrections are possible after the recent surge; pay attention to intraday resistance and margin‑driven moves that could pressure IAU briefly. Gold Edges Lower on Likely Technical Correction
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).
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Want to see what other hedge funds are holding IAU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Gold Trust (NYSEARCA:IAU – Free Report).
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