Patton Albertson Miller Group LLC purchased a new stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 33,154 shares of the exchange traded fund’s stock, valued at approximately $2,691,000.
Other institutional investors have also recently bought and sold shares of the company. First Horizon Corp bought a new position in shares of iShares Gold Trust in the third quarter valued at approximately $1,863,000. Strategic Blueprint LLC increased its holdings in iShares Gold Trust by 30.2% during the 3rd quarter. Strategic Blueprint LLC now owns 136,931 shares of the exchange traded fund’s stock worth $9,964,000 after acquiring an additional 31,746 shares during the period. MA Private Wealth lifted its stake in iShares Gold Trust by 10.3% in the 3rd quarter. MA Private Wealth now owns 157,758 shares of the exchange traded fund’s stock worth $11,480,000 after purchasing an additional 14,705 shares in the last quarter. Copperleaf Capital LLC lifted its stake in iShares Gold Trust by 363.2% in the 3rd quarter. Copperleaf Capital LLC now owns 47,867 shares of the exchange traded fund’s stock worth $3,483,000 after purchasing an additional 37,533 shares in the last quarter. Finally, Acorn Financial Advisory Services Inc. ADV boosted its holdings in iShares Gold Trust by 18.9% in the 3rd quarter. Acorn Financial Advisory Services Inc. ADV now owns 450,443 shares of the exchange traded fund’s stock valued at $32,779,000 after purchasing an additional 71,599 shares during the period. Institutional investors own 59.67% of the company’s stock.
iShares Gold Trust Price Performance
IAU opened at $88.30 on Thursday. The firm has a market capitalization of $75.17 billion, a P/E ratio of 5.53 and a beta of 0.16. iShares Gold Trust has a one year low of $59.71 and a one year high of $104.40. The company has a fifty day moving average price of $90.58 and a 200-day moving average price of $86.22.
Key Headlines Impacting iShares Gold Trust
- Positive Sentiment: Lower U.S. Treasury yields boost gold’s appeal versus yield-bearing assets, supporting higher gold prices and positive flows into IAU. Gold Prices Steady, Supported by Lower U.S. Treasury Yields
- Positive Sentiment: Ceasefire/peace progress in the Iran conflict has weakened the U.S. dollar and helped push spot gold above key levels, driving demand for IAU as a liquid gold proxy. Gold drives above $4,700 as Iran peace progress weakens U.S. dollar, analysts warn risks remain
- Positive Sentiment: Big-bank forecasts are bullish (Morgan Stanley sees significantly higher gold targets), lending conviction to longer-term inflows into gold ETFs like IAU. Morgan Stanley sees gold prices climbing to $5,200 despite geopolitical volatility
- Positive Sentiment: IAU’s strong recent return (about 42% over the past year) is prompting allocators to reconsider gold as a portfolio diversifier, supporting sustained demand for the ETF. IAU Returned 42% in a Year of Sticky Inflation. Here’s Why Allocators Are Reconsidering Gold
- Neutral Sentiment: Analysts note a structural shift: gold ETFs are being viewed more as portfolio diversifiers than only inflation hedges — positive for flows but dependent on macro regime. Analysts see gold ETFs shifting from inflation hedge to key diversifier
- Neutral Sentiment: Technical momentum and commodity-specific analysis show bullish patterns, which can attract momentum traders to IAU but may also lead to short-term volatility around key levels. Gold (XAUUSD) & Silver Price Forecast: Gold Smashes $4,650 as Silver Explodes Above $76 — Continuation?
- Negative Sentiment: Analysts warn risks remain — a reversal in yields, a dollar rebound or renewed geopolitical escalation could quickly unwind gold gains and pressure IAU. Gold drives above $4,700 as Iran peace progress weakens U.S. dollar, analysts warn risks remain
- Negative Sentiment: Macro cross-pressures — notably the possibility that oil or equities rally could lift Treasury yields — pose the clearest downside risk to gold and to IAU’s momentum. Gold and oil have been two of the hottest trades of the past one year. One of them has to break
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).
Further Reading
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