Carl Stuart Investment Advisor Inc. decreased its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 1.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 583,889 shares of the exchange traded fund’s stock after selling 6,790 shares during the period. iShares Gold Trust comprises about 39.9% of Carl Stuart Investment Advisor Inc.’s investment portfolio, making the stock its biggest holding. Carl Stuart Investment Advisor Inc.’s holdings in iShares Gold Trust were worth $42,490,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of IAU. Brighton Jones LLC acquired a new position in shares of iShares Gold Trust during the fourth quarter worth approximately $1,864,000. Bison Wealth LLC increased its holdings in shares of iShares Gold Trust by 78.5% during the fourth quarter. Bison Wealth LLC now owns 16,778 shares of the exchange traded fund’s stock valued at $831,000 after purchasing an additional 7,379 shares during the period. AQR Capital Management LLC raised its stake in shares of iShares Gold Trust by 47.0% during the first quarter. AQR Capital Management LLC now owns 26,936 shares of the exchange traded fund’s stock valued at $1,588,000 after purchasing an additional 8,609 shares in the last quarter. Fifth Third Bancorp lifted its holdings in iShares Gold Trust by 21.9% in the second quarter. Fifth Third Bancorp now owns 6,812 shares of the exchange traded fund’s stock worth $425,000 after purchasing an additional 1,226 shares during the period. Finally, Beacon Capital Management LLC grew its position in iShares Gold Trust by 48.5% in the 2nd quarter. Beacon Capital Management LLC now owns 750 shares of the exchange traded fund’s stock valued at $47,000 after buying an additional 245 shares in the last quarter. 59.67% of the stock is currently owned by institutional investors.
iShares Gold Trust News Summary
Here are the key news stories impacting iShares Gold Trust this week:
- Positive Sentiment: Safe-haven demand has driven spot gold to new records above $5,000–$5,100, lifting gold ETFs and bullion exposures like IAU as investors seek refuge from geopolitical and market volatility. Gold races to $5,100 record peak on safe-haven demand
- Positive Sentiment: Large private-sector purchases are adding to physical demand: Tether reported buying ~27 metric tons of gold in Q4, and commentary suggests its holdings now exceed those of some central banks — supportive for bullion-backed ETFs. Tether says it bought 27 tons of gold in fourth quarter
- Positive Sentiment: Analysts and central-bank buying momentum point to further upside (some forecasting toward $6,000), which supports inflows into gold ETFs like IAU. Gold has more room to run as geopolitics, cenbank buying fuel gains, analysts say
- Positive Sentiment: Mining activity and miner stocks are rallying on the gold boom, reinforcing the narrative of a structural upswing in the sector and amplifying investor interest in all gold exposures. Gold Boom Spurs Miners to Dig for the Mother Lode
- Neutral Sentiment: U.S. economic data (e.g., a bump in durable-goods orders) has not materially clipped gold’s advance so far; data may keep volatility elevated but hasn’t reversed the rally. Gold Rises Over 2%; US Durable Goods Orders Jump In November
- Neutral Sentiment: Technical reports note strong momentum but intra-day pullbacks and trading ranges are emerging — useful for traders but neutral for long-term holders. Gold Price Analysis – Gold Continues to See Buyers Assert Momentum
- Negative Sentiment: Markets are cautioning about a parabolic rally and increased correction risk ahead of the Fed meeting and other macro events; a stronger dollar or hawkish policy surprise could pressure gold and therefore IAU. Gold News: XAU Breakout Above $5000 Driven by Geopolitical Chaos & Weak Dollar
iShares Gold Trust Trading Up 1.5%
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).
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