iShares Gold Trust $IAU Shares Purchased by LifeWealth Investments LLC

LifeWealth Investments LLC raised its holdings in iShares Gold Trust (NYSEARCA:IAU) by 9.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 123,121 shares of the exchange traded fund’s stock after purchasing an additional 10,626 shares during the quarter. iShares Gold Trust makes up about 3.2% of LifeWealth Investments LLC’s investment portfolio, making the stock its 7th largest position. LifeWealth Investments LLC’s holdings in iShares Gold Trust were worth $10,854,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Wills Financial Group LLC increased its holdings in shares of iShares Gold Trust by 9.8% in the fourth quarter. Wills Financial Group LLC now owns 147,134 shares of the exchange traded fund’s stock valued at $11,943,000 after purchasing an additional 13,093 shares in the last quarter. Hudson Oak Wealth Advisory LLC acquired a new position in iShares Gold Trust during the 4th quarter worth $1,725,000. Allianz SE lifted its holdings in iShares Gold Trust by 2.8% during the 3rd quarter. Allianz SE now owns 1,186,632 shares of the exchange traded fund’s stock worth $86,351,000 after buying an additional 32,341 shares in the last quarter. Mill Creek Capital Advisors LLC boosted its position in iShares Gold Trust by 2.9% in the 3rd quarter. Mill Creek Capital Advisors LLC now owns 203,287 shares of the exchange traded fund’s stock valued at $14,793,000 after buying an additional 5,749 shares during the last quarter. Finally, Advisory Services Network LLC boosted its position in iShares Gold Trust by 20.3% in the 3rd quarter. Advisory Services Network LLC now owns 207,238 shares of the exchange traded fund’s stock valued at $15,081,000 after buying an additional 35,018 shares during the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

NYSEARCA IAU opened at $75.71 on Friday. The stock has a fifty day moving average of $84.51 and a 200-day moving average of $87.65. The stock has a market capitalization of $64.46 billion, a P/E ratio of 5.53 and a beta of 0.15. iShares Gold Trust has a 52 week low of $61.37 and a 52 week high of $104.40.

iShares Gold Trust News Summary

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

• Negative Sentiment: Multiple market updates say gold broke below key support and is showing a bearish technical setup, with analysts warning of deeper correction risk. Gold (XAU/USD) Price Forecast: Trendline Failure Signals Deeper Downside Risk
• Negative Sentiment: Stronger U.S. dollar strength and rising Treasury yields continue to be a headwind for gold, increasing the opportunity cost of holding the non-yielding metal. Gold price could struggle through 2026 as it loses safe-haven status to US bonds – BI’s McGlone
• Negative Sentiment: Several reports note that resilient U.S. economic data and cooling inflation fears are reducing safe-haven demand, which can keep pressure on gold prices. Gold prices struggling as U.S. economy remains resilient and inflation fears cool
• Neutral Sentiment: There were also brief rebounds above $4,000 as lower yields, a softer dollar, and renewed geopolitical risk sparked buying interest, but those moves have not yet reversed the broader downtrend. Gold holds $4,000 as Fed hawkishness offsets renewed Gulf risk – Kitco PM Report

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).