iShares Gold Trust $IAU is Davies Financial Advisors Inc.’s 6th Largest Position

Davies Financial Advisors Inc. cut its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 13.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 74,031 shares of the exchange traded fund’s stock after selling 11,472 shares during the period. iShares Gold Trust accounts for approximately 4.4% of Davies Financial Advisors Inc.’s portfolio, making the stock its 6th largest holding. Davies Financial Advisors Inc.’s holdings in iShares Gold Trust were worth $5,387,000 at the end of the most recent reporting period.

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

Trending Headlines about iShares Gold Trust

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 Stock Performance

NYSEARCA:IAU opened at $84.68 on Wednesday. iShares Gold Trust has a 52-week low of $49.00 and a 52-week high of $84.72. The stock has a fifty day moving average of $78.38 and a 200 day moving average of $70.31. The firm 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 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).