Kingswood Wealth Advisors LLC grew its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 52.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,977 shares of the exchange traded fund’s stock after buying an additional 13,819 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $3,122,000 at the end of the most recent quarter.
Other large investors also recently made changes to their positions in the company. Trademark Financial Management LLC raised its position in iShares Gold Trust by 1.4% in the third quarter. Trademark Financial Management LLC now owns 51,762 shares of the exchange traded fund’s stock valued at $4,043,000 after purchasing an additional 703 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of iShares Gold Trust by 3.8% during the third quarter. Revolve Wealth Partners LLC now owns 3,953 shares of the exchange traded fund’s stock worth $309,000 after purchasing an additional 143 shares in the last quarter. Swmg LLC lifted its stake in shares of iShares Gold Trust by 7.9% during the third quarter. Swmg LLC now owns 13,918 shares of the exchange traded fund’s stock worth $1,053,000 after purchasing an additional 1,022 shares in the last quarter. Tarbox Family Office Inc. lifted its stake in shares of iShares Gold Trust by 13.7% during the third quarter. Tarbox Family Office Inc. now owns 17,148 shares of the exchange traded fund’s stock worth $1,339,000 after purchasing an additional 2,071 shares in the last quarter. Finally, Morton Capital Management LLC CA boosted its position in shares of iShares Gold Trust by 2.7% in the third quarter. Morton Capital Management LLC CA now owns 154,140 shares of the exchange traded fund’s stock worth $12,038,000 after buying an additional 4,031 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.
Key Headlines Impacting iShares Gold Trust
Here are the key news stories impacting iShares Gold Trust this week:
- Positive Sentiment: Falling crude oil prices have eased inflation concerns and reduced pressure for additional Federal Reserve tightening, supporting renewed buying in gold and gold-backed funds such as IAU. Gold rebounds above $4,000 as lower oil prices ease Fed tightening concerns
- Positive Sentiment: Unusually heavy options activity provided a bullish signal: traders bought 19,788 IAU call options, 161% above average call volume. However, options activity does not guarantee sustained buying in the ETF.
- Neutral Sentiment: Gold has been described as oversold after its decline, potentially creating room for a rebound. Still, analysts say a durable rally may remain difficult until the metal decisively clears key resistance and stabilizes above $4,000. Gold prices are oversold below $4,000
- Negative Sentiment: Fed-hike expectations remain a major headwind, with market pricing reportedly assigning a high probability to a rate increase. Higher interest rates can lift bond yields and reduce the appeal of non-income-producing gold. Gold steadies into Fed week as hike odds hit 75%
- Negative Sentiment: Investor sentiment toward gold has weakened substantially in the second half of 2026. Analysts say the prolonged Iran conflict needs to end for gold to regain stronger momentum, while gold and Bitcoin have become the worst-performing major assets of the year. The Iran war needs to end for gold to have a chance to rally
iShares Gold Trust Price Performance
Shares of NYSEARCA IAU opened at $75.42 on Tuesday. iShares Gold Trust has a 1-year low of $73.74 and a 1-year high of $104.40. The company has a market capitalization of $59.48 billion, a price-to-earnings ratio of 5.53 and a beta of 0.18. The business has a 50-day moving average of $80.88 and a 200-day moving average of $84.86.
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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