NWF Advisory Services Inc. Buys 6,575 Shares of iShares Gold Trust $IAU

NWF Advisory Services Inc. raised its stake in iShares Gold Trust (NYSEARCA:IAU) by 106.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,745 shares of the exchange traded fund’s stock after acquiring an additional 6,575 shares during the period. NWF Advisory Services Inc.’s holdings in iShares Gold Trust were worth $927,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of IAU. Brighton Jones LLC bought a new stake in iShares Gold Trust during the fourth quarter worth about $1,864,000. Bison Wealth LLC boosted its position in shares of iShares Gold Trust by 78.5% during the 4th quarter. Bison Wealth LLC now owns 16,778 shares of the exchange traded fund’s stock worth $831,000 after acquiring an additional 7,379 shares in the last quarter. AQR Capital Management LLC increased its stake in iShares Gold Trust by 47.0% in the first quarter. AQR Capital Management LLC now owns 26,936 shares of the exchange traded fund’s stock valued at $1,588,000 after acquiring an additional 8,609 shares during the last quarter. Fifth Third Bancorp raised its position in iShares Gold Trust by 21.9% during the second quarter. Fifth Third Bancorp now owns 6,812 shares of the exchange traded fund’s stock valued at $425,000 after purchasing an additional 1,226 shares in the last quarter. Finally, Sound Income Strategies LLC lifted its stake in iShares Gold Trust by 35.3% during the second quarter. Sound Income Strategies LLC now owns 5,649 shares of the exchange traded fund’s stock worth $352,000 after purchasing an additional 1,473 shares during the last quarter. 59.67% of the stock is currently owned by institutional investors.

iShares Gold Trust Stock Performance

Shares of IAU stock opened at $97.48 on Wednesday. iShares Gold Trust has a fifty-two week low of $51.81 and a fifty-two week high of $97.58. The stock’s fifty day moving average price is $83.10 and its two-hundred day moving average price is $74.42. The company has a market cap of $82.24 billion, a PE ratio of 5.53 and a beta of 0.09.

Key iShares Gold Trust News

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

• Positive Sentiment: Record gold momentum — analysts and market commentators are noting new highs for spot gold (above $5,000) driven by a weak dollar and Fed‑related flows, which supports demand for gold ETFs like IAU. Gold (XAUUSD) & Silver Price Forecast: $5,280 Record, $117 Silver – Can Fed Fuel the Next Leg?
• Positive Sentiment: Banks lifting targets — major banks and strategists have raised upside targets for gold (some discussing $6,000+ scenarios), reinforcing bullish institutional narratives that can sustain ETF inflows. Gold rally has legs – banks lift upside targets to $6,000 and $7,000
• Positive Sentiment: Direct ETF buying — filings show Bensler LLC increased its holdings in IAU, signaling fresh institutional allocation into the trust. That direct buying supports IAU shares. Bensler LLC Grows Holdings in iShares Gold Trust $IAU
• Positive Sentiment: Additional physical demand — large buyers outside traditional central banks (e.g., Tether) reported sizeable gold purchases, tightening physical supply/demand dynamics that underpin bullion‑linked funds. Tether says it bought 27 tons of gold in fourth quarter
• Neutral Sentiment: Mining/commodity market action — mining stocks have rallied alongside gold, increasing sector attention; that can lift investor interest in gold exposures but is an indirect driver for IAU. Mining stocks have been on a tear, with gold passing $5,000. Analysts are split on what’s next
• Negative Sentiment: Technical/mean‑reversion risk — some outlets warn of profit‑taking and short‑term technical corrections after rapid gains; that raises volatility risk for IAU holders. Gold Falls on Likely Technical Correction, Possible Profit‑Taking
• Negative Sentiment: Momentum fatigue and silver‑specific risks — analysts flag early signs of momentum stalling and concerns that silver’s rally may be overheated; cross‑metal dynamics can introduce intermittent risk into precious‑metal ETFs. Gold (XAUUSD) Price Forecast: Rally at Turning Point After Momentum Shows First Signs of Fatigue

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).