iShares Gold Trust $IAU Shares Acquired by Forbes J M & Co. LLP

Forbes J M & Co. LLP raised its holdings in iShares Gold Trust (NYSEARCA:IAU) by 0.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,177,418 shares of the exchange traded fund’s stock after purchasing an additional 9,777 shares during the quarter. iShares Gold Trust accounts for approximately 7.1% of Forbes J M & Co. LLP’s investment portfolio, making the stock its biggest position. Forbes J M & Co. LLP’s holdings in iShares Gold Trust were worth $85,681,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Citigroup Inc. lifted 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 worth $318,586,000 after buying an additional 4,546,835 shares during the last quarter. JPMorgan Chase & Co. raised its stake in iShares Gold Trust by 67.5% during the second 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 in the last quarter. Prudential Financial Inc. lifted its holdings in shares of iShares Gold Trust by 2,152.7% in the second quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock worth $217,892,000 after acquiring an additional 3,339,000 shares during the last quarter. Packer & Co Ltd bought a new position in shares of iShares Gold Trust in the third quarter worth about $156,463,000. Finally, PFG Advisors boosted its stake in shares of iShares Gold Trust by 4,797.3% in the 2nd quarter. PFG Advisors now owns 1,432,369 shares of the exchange traded fund’s stock valued at $89,323,000 after purchasing an additional 1,403,121 shares in the last quarter. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

IAU stock opened at $86.71 on Friday. The company has a 50 day simple moving average of $80.82 and a 200 day simple moving average of $72.67. The stock has a market cap of $72.81 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 1 year low of $50.96 and a 1 year high of $87.43.

iShares Gold Trust News Roundup

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).