iShares Gold Trust $IAU Shares Bought by Simplicity Wealth LLC

Simplicity Wealth LLC grew its position in iShares Gold Trust (NYSEARCA:IAU) by 42.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,957 shares of the exchange traded fund’s stock after buying an additional 8,060 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares Gold Trust were worth $2,105,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Sowell Financial Services LLC grew its stake in iShares Gold Trust by 79.8% in the 3rd quarter. Sowell Financial Services LLC now owns 161,542 shares of the exchange traded fund’s stock valued at $12,616,000 after acquiring an additional 71,691 shares during the last quarter. Bull Oak Capital LLC increased its holdings in iShares Gold Trust by 2.4% during the 3rd quarter. Bull Oak Capital LLC now owns 99,973 shares of the exchange traded fund’s stock valued at $7,808,000 after acquiring an additional 2,303 shares in the last quarter. Evergreen Capital Management LLC increased its holdings in iShares Gold Trust by 3.0% during the 3rd quarter. Evergreen Capital Management LLC now owns 34,281 shares of the exchange traded fund’s stock valued at $2,677,000 after acquiring an additional 1,000 shares in the last quarter. Lantern Wealth Advisors LLC raised its position in iShares Gold Trust by 11.3% during the third quarter. Lantern Wealth Advisors LLC now owns 20,663 shares of the exchange traded fund’s stock worth $1,614,000 after acquiring an additional 2,101 shares during the last quarter. Finally, Christensen King & Associates Investment Services Inc. raised its position in iShares Gold Trust by 3.8% during the third quarter. Christensen King & Associates Investment Services Inc. now owns 5,409 shares of the exchange traded fund’s stock worth $422,000 after acquiring an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 59.67% of the company’s stock.

More iShares Gold Trust News

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 12-month low of $73.74 and a 12-month high of $104.40. The company has a market capitalization of $59.48 billion, a PE ratio of 5.53 and a beta of 0.18. The firm’s 50-day moving average is $80.88 and its two-hundred day moving average is $84.86.

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).