Cypress Wealth Services LLC Acquires 13,459 Shares of iShares Gold Trust $IAU

Cypress Wealth Services LLC raised its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 31.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56,182 shares of the exchange traded fund’s stock after purchasing an additional 13,459 shares during the quarter. Cypress Wealth Services LLC’s holdings in iShares Gold Trust were worth $4,088,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Keener Financial Planning LLC acquired a new stake in shares of iShares Gold Trust during the 2nd quarter worth about $25,000. MTM Investment Management LLC bought a new position in iShares Gold Trust in the 2nd quarter valued at about $25,000. Private Wealth Management Group LLC raised its holdings in iShares Gold Trust by 290.9% in the 2nd quarter. Private Wealth Management Group LLC now owns 430 shares of the exchange traded fund’s stock valued at $27,000 after acquiring an additional 320 shares during the period. Key Financial Inc acquired a new stake in iShares Gold Trust during the second quarter worth approximately $28,000. Finally, Traub Capital Management LLC bought a new stake in shares of iShares Gold Trust during the second quarter worth approximately $31,000. 59.67% of the stock is currently owned by institutional investors and hedge funds.

iShares Gold Trust Trading Up 1.3%

iShares Gold Trust stock opened at $84.68 on Wednesday. The company has a market capitalization of $69.78 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 12 month low of $49.00 and a 12 month high of $84.72. The stock’s 50 day moving average is $78.38 and its 200-day moving average is $70.31.

More iShares Gold Trust News

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

• Positive Sentiment: Gold climbed above $4,500/oz for the first time as rising geopolitical tensions (U.S.–Venezuela, China–Japan, Eastern Europe risks) boosted safe‑haven flows. Gold Climbs Above $4,500/oz for First Time Amid Rising Geopolitical Tensions
• Positive Sentiment: Technical momentum remains strong after a breakout; forecasts see further upside near $4,498–$4,552 as traders chase breakout momentum. Gold (XAU/USD) Price Forecast: New Record $4,498 – $4,552 Extension Next
• Positive Sentiment: Reports note continued strong inflows into gold products heading into the holidays, supporting ETF demand and IAU flows. Gold Price Outlook – Gold Continues to See Inflows on Tuesday
• Positive Sentiment: Market commentary highlights institutional demand and rate‑cut (Fed pause) expectations as drivers keeping the metals’ trend constructive — supportive for IAU. Gold (XAUUSD) & Silver Price Forecast:: Institutional Demand Keeps Trend Constructive
• Positive Sentiment: Large physical demand noted — China purchased nearly $1bn of Russian bullion in November alone, indicating robust physical flows that underpin prices and ETF holdings. Largest bilateral gold trade in history? China buys nearly $1 billion in bullion from Russia in November alone
• Positive Sentiment: Major banks and strategists are bullish — e.g., JP Morgan and other houses projecting materially higher gold into 2026, supporting long‑term investor interest in gold ETFs like IAU. JP Morgan sees gold at $5,055 by Q4 2026 as China and the cryptosphere add new demand
• Neutral Sentiment: There was an intraday pullback after U.S. consumer‑confidence data; such short‑term volatility can affect NAV intraday but hasn’t reversed the broader rally. Spot gold slides to session low after U.S. Consumer Confidence falls to 89.1 in December
• Neutral Sentiment: Market guides and “how to invest in gold” pieces are circulating as retail interest rises — may bring fresh inflows but also short‑term rotation. How to Invest in Gold
• Neutral Sentiment: Company/sector capital raises and miner news (e.g., U.S. Gold Corp private placement, Ariana deals) are industry‑specific and have limited direct impact on IAU’s ETF flows. U.S. Gold Corp raises $31.2M in private placement

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).