iShares Gold Trust $IAU is LifePlan Financial LLC’s Largest Position

LifePlan Financial LLC lowered its holdings in iShares Gold Trust (NYSEARCA:IAU) by 5.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 152,529 shares of the exchange traded fund’s stock after selling 8,688 shares during the quarter. iShares Gold Trust accounts for about 8.8% of LifePlan Financial LLC’s holdings, making the stock its biggest position. LifePlan Financial LLC’s holdings in iShares Gold Trust were worth $11,099,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Envestnet Asset Management Inc. lifted its stake in shares of iShares Gold Trust by 47.7% in the third quarter. Envestnet Asset Management Inc. now owns 20,520,705 shares of the exchange traded fund’s stock valued at $1,493,292,000 after purchasing an additional 6,623,876 shares during the period. JPMorgan Chase & Co. lifted its position in shares of iShares Gold Trust by 20.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 13,165,231 shares of the exchange traded fund’s stock valued at $958,034,000 after acquiring an additional 2,245,617 shares during the period. WealthNavi Inc. lifted its position in shares of iShares Gold Trust by 8.5% during the 3rd quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock valued at $518,890,000 after acquiring an additional 559,413 shares during the period. Ameriprise Financial Inc. boosted its stake in shares of iShares Gold Trust by 2.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 6,616,480 shares of the exchange traded fund’s stock worth $412,563,000 after acquiring an additional 148,881 shares in the last quarter. Finally, Truist Financial Corp grew its holdings in shares of iShares Gold Trust by 5.9% in the 3rd quarter. Truist Financial Corp now owns 5,814,190 shares of the exchange traded fund’s stock worth $423,099,000 after acquiring an additional 323,755 shares during the period. 59.67% of the stock is owned by institutional investors and hedge funds.

iShares Gold Trust Price Performance

NYSEARCA IAU opened at $96.78 on Tuesday. iShares Gold Trust has a 1-year low of $54.34 and a 1-year high of $104.40. The company has a market capitalization of $81.72 billion, a P/E ratio of 5.53 and a beta of 0.09. The business has a 50 day moving average price of $91.85 and a 200 day moving average price of $81.01.

Trending Headlines about iShares Gold Trust

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

• Positive Sentiment: Middle East tensions are lifting safe‑haven demand and helping gold hold near recent highs, which supports IAU’s upward move. Gold (XAUUSD) & Silver Price Forecast: Middle East Tensions Lift XAU, XAG – CPI Risk Ahead?
• Positive Sentiment: Weak U.S. jobs data and renewed inflation risks have previously boosted safe‑haven demand for gold, providing another tailwind for IAU if macro downside persists. Gold Price Forecast: Weak Jobs Data and Inflation Risks Lift Safe‑Haven Demand
• Positive Sentiment: World Gold Council notes investment demand remains strong despite price volatility, which supports longer‑term ETF flows into IAU. Gold investment demand remains strong despite price volatility – World Gold Council’s Cavatoni
• Neutral Sentiment: Gold was described as “steady” in some trading sessions and may get short‑term support from dollar weakness — a conditional factor that could help or limit IAU moves depending on FX flow. Gold Steady; May Be Supported by Dollar’s Weakness
• Neutral Sentiment: Analysts note gold could attract further safe‑haven bids if the Iran conflict drags on — a binary outcome that would amplify IAU flows if geopolitical risk persists. Gold could find a safe‑haven bid if the Iran war drags on – Natixis’ Dahdah
• Negative Sentiment: Dollar strength and rising U.S. Treasury yields have pressured gold in recent sessions, creating a headwind for IAU near‑term returns. Gold News: Price Slides as Dollar Strength and Rising Yields Hit the Market
• Negative Sentiment: Oil’s massive spike related to the Iran conflict briefly pushed gold lower amid cross‑commodity volatility; such energy shocks can shift investor flows away from bullion. Oil soars 25%, gold drops as Iran war jolts global commodity markets
• Negative Sentiment: Persistent stagflation worries and commentary that investors aren’t fully positioned for a prolonged stagflationary impulse add downside risk to gold sentiment and ETF flows. Gold’s fade shows investors ‘not fully positioned for a prolonged stagflationary impulse’ – BNY’s Savage
• Negative Sentiment: Political actions around seized Ukrainian cash and gold in Europe introduce localized market/legal risk and could influence flows or sentiment for physical gold holdings. Hungary’s Fidesz drafts bill to allow tax authority hold onto seized Ukrainian cash and gold

iShares Gold Trust 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).