PAX Financial Group LLC Has $5.35 Million Holdings in iShares Gold Trust $IAU

Posted by Shane Hupp on May 15th, 2026

PAX Financial Group LLC lifted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 20.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 65,857 shares of the exchange traded fund’s stock after purchasing an additional 11,244 shares during the period. iShares Gold Trust accounts for 0.9% of PAX Financial Group LLC’s holdings, making the stock its 28th biggest holding. PAX Financial Group LLC’s holdings in iShares Gold Trust were worth $5,346,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Panoramic Investment Advisors LLC lifted its holdings in shares of iShares Gold Trust by 2.2% during the fourth quarter. Panoramic Investment Advisors LLC now owns 7,184 shares of the exchange traded fund’s stock worth $583,000 after purchasing an additional 154 shares during the period. Bedminster LLC acquired a new position in shares of iShares Gold Trust during the fourth quarter worth $3,795,000. Thrivent Financial for Lutherans lifted its holdings in iShares Gold Trust by 25.1% in the fourth quarter. Thrivent Financial for Lutherans now owns 428,477 shares of the exchange traded fund’s stock valued at $34,965,000 after buying an additional 85,977 shares during the period. Bank Julius Baer & Co. Ltd Zurich lifted its holdings in iShares Gold Trust by 111.3% in the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 393,766 shares of the exchange traded fund’s stock valued at $31,962,000 after buying an additional 207,420 shares during the period. Finally, Western Wealth Management LLC lifted its holdings in iShares Gold Trust by 14.5% in the fourth quarter. Western Wealth Management LLC now owns 44,956 shares of the exchange traded fund’s stock valued at $3,649,000 after buying an additional 5,686 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Down 0.7%

IAU stock opened at $87.54 on Friday. The firm has a market cap of $74.53 billion, a price-to-earnings ratio of 5.53 and a beta of 0.16. iShares Gold Trust has a 12-month low of $59.71 and a 12-month high of $104.40. The company’s fifty day simple moving average is $89.45 and its 200 day simple moving average is $86.63.

More iShares Gold Trust News

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

Positive Sentiment: Gold is still finding support from safe-haven demand and geopolitical uncertainty, with several reports noting the metal holding near very high levels and defending key support zones. Gold firms near $4,700, silver slips as Hormuz talks steady oil – Kitco AM Report
Positive Sentiment: Weekly U.S. jobless claims rose, which can reinforce the case for eventual easier policy and support gold demand. Spot gold approaching session high after U.S. weekly jobless claims rise to 211k
Neutral Sentiment: Gold is described as being in a tightening range near a possible breakout zone, suggesting the ETF may stay sensitive to the next macro catalyst rather than trend decisively on its own. Gold (XAU/USD) Price Forecast: Range Compression Near Key Breakout Zone
Negative Sentiment: Hot inflation readings and rising yields have recently weighed on gold, with analysts saying the stronger dollar is also pressuring bullion and weakening momentum. Gold News: Gold Price Struggles as Dollar Rally Extends to Four Days
Negative Sentiment: Another report said gold weakened after a producer-price shock and higher Treasury yields, reinforcing the near-term headwind for gold-backed funds like IAU. Gold News: Gold Price Future Weakens After PPI Shock and Rising Treasury Yields

iShares Gold Trust Company Profile

(Free Report)

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).