Morton Capital Management LLC CA Has $13.17 Million Stock Holdings in iShares Gold Trust $IAU

Morton Capital Management LLC CA cut its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 3.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 162,297 shares of the exchange traded fund’s stock after selling 6,069 shares during the period. iShares Gold Trust makes up about 2.0% of Morton Capital Management LLC CA’s portfolio, making the stock its 9th biggest holding. Morton Capital Management LLC CA’s holdings in iShares Gold Trust were worth $13,174,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IAU. Envestnet Asset Management Inc. boosted its stake in iShares Gold Trust by 47.7% during 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 buying an additional 6,623,876 shares during the last quarter. CIBC Bancorp USA Inc. bought a new position in iShares Gold Trust during the third quarter valued at approximately $193,639,000. JPMorgan Chase & Co. raised its position in iShares Gold Trust by 20.6% during the third quarter. JPMorgan Chase & Co. now owns 13,165,231 shares of the exchange traded fund’s stock valued at $958,034,000 after purchasing an additional 2,245,617 shares during the period. Packer & Co Ltd purchased a new stake in iShares Gold Trust during the third quarter valued at approximately $156,463,000. Finally, Concurrent Investment Advisors LLC raised its position in iShares Gold Trust by 381.5% during the fourth quarter. Concurrent Investment Advisors LLC now owns 2,534,729 shares of the exchange traded fund’s stock valued at $205,744,000 after purchasing an additional 2,008,288 shares during the period. 59.67% of the stock is owned by institutional investors.

iShares Gold Trust Price Performance

Shares of IAU stock opened at $88.30 on Thursday. iShares Gold Trust has a 1 year low of $59.71 and a 1 year high of $104.40. The stock’s 50 day simple moving average is $90.58 and its two-hundred day simple moving average is $86.22. The company has a market cap of $75.17 billion, a PE ratio of 5.53 and a beta of 0.16.

Key iShares Gold Trust News

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

• Positive Sentiment: Lower U.S. Treasury yields are supporting gold’s appeal as a non?yielding asset, a direct driver for IAU’s rally. Gold Prices Steady, Supported by Lower U.S. Treasury Yields
• Positive Sentiment: Gold surged above key levels after Iran-related developments pushed the dollar lower and oil prices tumbled, helping bullion outperform and lift gold ETFs like IAU. Gold drives above $4,700 as Iran peace progress weakens U.S. dollar, analysts warn risks remain
• Positive Sentiment: Bullish research views are adding to investor appetite: Morgan Stanley reiterated a strong long?term gold outlook (price path to $5,200), which supports inflows into gold ETFs. Morgan Stanley sees gold prices climbing to $5,200 despite geopolitical volatility
• Positive Sentiment: Coverage highlighting IAU’s 42% one?year return is prompting allocators to rethink portfolio allocations to gold — a narrative that can sustain ETF demand. IAU Returned 42% in a Year of Sticky Inflation. Here’s Why Allocators Are Reconsidering Gold
• Positive Sentiment: Analysts note a structural shift: gold ETFs are being seen less purely as inflation hedges and more as portfolio diversifiers, potentially broadening investor demand for IAU. Analysts see gold ETFs shifting from inflation hedge to key diversifier
• Neutral Sentiment: Technical and market?flow reports show momentum (gold reclaiming bullish territory), which can attract trend followers but may be short?term. Gold (XAUUSD) & Silver Price Forecast: Gold Smashes $4,650 as Silver Explodes Above $76 — Continuation?
• Negative Sentiment: Some analysts warn risks remain: if Treasury yields reverse higher (e.g., if oil or risk?asset dynamics change), gold/IAU could give back gains; gold is also behaving more like a risk?sensitive asset in recent moves. 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).