Copperleaf Capital LLC Increases Stock Position in iShares Gold Trust $IAU

Copperleaf Capital LLC boosted its stake in iShares Gold Trust (NYSEARCA:IAU) by 363.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 47,867 shares of the exchange traded fund’s stock after purchasing an additional 37,533 shares during the period. iShares Gold Trust makes up approximately 1.7% of Copperleaf Capital LLC’s holdings, making the stock its 14th largest position. Copperleaf Capital LLC’s holdings in iShares Gold Trust were worth $3,483,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. boosted its stake in shares of iShares Gold Trust by 67.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock worth $680,947,000 after acquiring an additional 4,398,605 shares during the last quarter. WealthNavi Inc. raised its stake in iShares Gold Trust by 8.5% during the 3rd quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock valued at $518,890,000 after purchasing an additional 559,413 shares during the period. Ameriprise Financial Inc. lifted its stake in iShares Gold Trust by 2.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 6,616,480 shares of the exchange traded fund’s stock worth $412,563,000 after purchasing an additional 148,881 shares in the last quarter. Truist Financial Corp boosted its stake in iShares Gold Trust by 14.4% during the second quarter. Truist Financial Corp now owns 5,490,435 shares of the exchange traded fund’s stock valued at $342,384,000 after buying an additional 692,844 shares during the last quarter. Finally, Citigroup Inc. boosted its position in shares of iShares Gold Trust by 809.1% during the 2nd quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock valued at $318,586,000 after acquiring an additional 4,546,835 shares during the last quarter. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Down 0.6%

Shares of NYSEARCA:IAU opened at $86.71 on Friday. The stock has a market capitalization of $72.81 billion, a P/E ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 52 week low of $50.96 and a 52 week high of $87.43. The firm has a fifty day simple moving average of $80.82 and a two-hundred day simple moving average of $72.67.

Key Stories Impacting iShares Gold Trust

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

• Positive Sentiment: UBS says gold should keep rising after fresh record highs, reinforcing medium-term bullish fundamentals for bullion and ETFs like IAU. Gold prices will keep rising on macroeconomics and geopolitical risk – UBS
• Positive Sentiment: FXEmpire and other analysts note bulls still control the market near record levels, implying further upside potential for gold exposure via IAU. Gold (XAU/USD) Price Forecast: Bulls Hold Control Near Record Levels
• Positive Sentiment: Recent record highs and technical breakout narratives (Jan 14–15) keep investor interest in bullion ETFs as a hedge against macro uncertainty. New Record High Confirms Bull Trend
• Neutral Sentiment: CME Group / Kitco pieces outline strategic drivers and relative-value factors for precious metals in 2026 — useful context for longer-term IAU positioning but not an immediate catalyst. Key factors for investors seeking relative value in precious metals in 2026 – CME Group’s Norland
• Neutral Sentiment: Intraday technical analyses and market-entry level notes signal consolidation and choppy trading — this can produce short-term volatility in IAU but not a clear trend change. Gold market analysis for January 15 – key intra-day price entry levels for active traders
• Negative Sentiment: WSJ reports easing geopolitical tensions, which reduces immediate safe‑haven demand for gold and pressures bullion-linked ETFs like IAU. Gold Edges Lower Amid Abating Geopolitical Risks
• Negative Sentiment: Stronger U.S. regional data (Philly Fed, New York manufacturing surprise) and a drop in weekly jobless claims have lifted risk appetite and rate expectations, weighing on gold/IAU. Spot gold at session low $4,581/oz after Philly Fed survey rises 12.6 in January
• Negative Sentiment: Technical correction and profit‑taking after recent records has been flagged by outlets, creating short-term selling pressure for gold and IAU. Gold Declines on Likely Technical Correction, Possible Profit-Taking

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).