Sage Private Wealth Group LLC Increases Holdings in iShares Gold Trust $IAU

Sage Private Wealth Group LLC boosted its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 6.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 182,284 shares of the exchange traded fund’s stock after purchasing an additional 11,000 shares during the period. iShares Gold Trust comprises about 7.4% of Sage Private Wealth Group LLC’s investment portfolio, making the stock its 4th biggest position. Sage Private Wealth Group LLC’s holdings in iShares Gold Trust were worth $13,265,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of IAU. Capital City Trust Co. FL purchased a new position in shares of iShares Gold Trust during the 3rd quarter valued at about $204,000. Concurrent Investment Advisors LLC raised its stake in iShares Gold Trust by 447.4% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 526,441 shares of the exchange traded fund’s stock worth $38,309,000 after acquiring an additional 430,275 shares during the period. TD Private Client Wealth LLC raised its stake in iShares Gold Trust by 4.5% during the 3rd quarter. TD Private Client Wealth LLC now owns 29,254 shares of the exchange traded fund’s stock worth $2,129,000 after acquiring an additional 1,264 shares during the period. Decker Retirement Planning Inc. purchased a new position in iShares Gold Trust during the third quarter valued at approximately $133,000. Finally, Schmidt P J Investment Management Inc. boosted its position in shares of iShares Gold Trust by 17.2% in the third quarter. Schmidt P J Investment Management Inc. now owns 9,256 shares of the exchange traded fund’s stock worth $674,000 after purchasing an additional 1,361 shares during the period. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

Shares of NYSEARCA IAU opened at $86.36 on Wednesday. The stock has a market cap of $72.52 billion, a PE ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 1 year low of $50.21 and a 1 year high of $87.38. The firm has a fifty day moving average price of $80.34 and a 200-day moving average price of $72.47.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Softening U.S. CPI and rising hopes for rate cuts are supporting gold’s safe-haven bid, which typically boosts demand for IAU. Gold (XAUUSD) & Silver Price Forecast: CPI Cools, Bulls Hold Key Resistance Zones
• Positive Sentiment: Geopolitical tensions and risk aversion are keeping gold bids elevated and driving momentum toward new highs — a bullish backdrop for IAU. Gold (XAUUSD) and Silver Surge as Inflation Cools and Geopolitical Risks Rise
• Positive Sentiment: Asian trade showed gold edging higher on safe-haven flows; continued tension-driven demand helps underpin IAU’s NAV. Gold Edges Higher, Supported by Ongoing Geopolitical Tensions
• Positive Sentiment: Technical breakouts and record-high signals point to continued upside potential for gold prices, which supports IAU flows. Gold (XAU/USD) Price Forecast: Record High Breakout Signals Continued Strength
• Positive Sentiment: Some sell-side forecasts remain strongly bullish (Citigroup sees very large targets for gold and silver), reinforcing speculative interest in bullion ETFs like IAU. Gold will hit $5,000/oz, silver $100/oz by March, but gold will be vulnerable to correction afterward – Citigroup
• Neutral Sentiment: Mine-level updates (Caledonia, G Mining) show steady production, which is supportive for the broader gold complex but only indirectly affects IAU. Caledonia says Blanket gold mine has again delivered production in line with guidance
• Neutral Sentiment: Explorer and producer news (Pinnacle, EQTEC expansion into metals) are company-specific and have limited direct impact on a bullion ETF like IAU. Pinnacle Silver and Gold reports progress at El Potrero project in Durango, Mexico
• Negative Sentiment: Technical corrections and profit-taking have caused intraday pullbacks in gold at times, which can weigh on IAU despite the bullish macro picture. Gold Edges Lower on Likely Technical Correction
• Negative Sentiment: Short-term dollar strength or hawkish surprises (and CPI/dollar volatility ahead of prints) can trigger pullbacks in gold and pressure IAU. Gold (XAUUSD) & Silver Price Forecast: Gold Slips Ahead of CPI, Silver Stays Bullish

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).