BCU Wealth Advisors LLC Has $422,000 Stake in iShares Gold Trust $IAU

BCU Wealth Advisors LLC trimmed its stake in iShares Gold Trust (NYSEARCA:IAU) by 66.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,790 shares of the exchange traded fund’s stock after selling 9,420 shares during the quarter. BCU Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $422,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. CIBC Bancorp USA Inc. acquired a new position in shares of iShares Gold Trust in the third quarter worth $193,639,000. Concurrent Investment Advisors LLC boosted its position in iShares Gold Trust by 381.5% during the fourth quarter. Concurrent Investment Advisors LLC now owns 2,534,729 shares of the exchange traded fund’s stock valued at $205,744,000 after purchasing an additional 2,008,288 shares during the last quarter. Citigroup Inc. grew its stake in iShares Gold Trust by 35.7% in the fourth quarter. Citigroup Inc. now owns 7,201,313 shares of the exchange traded fund’s stock valued at $584,531,000 after purchasing an additional 1,893,594 shares in the last quarter. Mizuho Bank Ltd. purchased a new position in iShares Gold Trust in the third quarter valued at about $120,798,000. Finally, Emory University purchased a new position in iShares Gold Trust in the third quarter valued at about $78,661,000. 59.67% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting iShares Gold Trust

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

• Negative Sentiment: Multiple market updates say gold broke below key support and is showing a bearish technical setup, with analysts warning of deeper correction risk. Gold (XAU/USD) Price Forecast: Trendline Failure Signals Deeper Downside Risk
• Negative Sentiment: Stronger U.S. dollar strength and rising Treasury yields continue to be a headwind for gold, increasing the opportunity cost of holding the non-yielding metal. Gold price could struggle through 2026 as it loses safe-haven status to US bonds – BI’s McGlone
• Negative Sentiment: Several reports note that resilient U.S. economic data and cooling inflation fears are reducing safe-haven demand, which can keep pressure on gold prices. Gold prices struggling as U.S. economy remains resilient and inflation fears cool
• Neutral Sentiment: There were also brief rebounds above $4,000 as lower yields, a softer dollar, and renewed geopolitical risk sparked buying interest, but those moves have not yet reversed the broader downtrend. Gold holds $4,000 as Fed hawkishness offsets renewed Gulf risk – Kitco PM Report

iShares Gold Trust Price Performance

Shares of IAU stock opened at $75.71 on Friday. iShares Gold Trust has a fifty-two week low of $61.37 and a fifty-two week high of $104.40. The stock’s 50-day moving average is $84.51 and its two-hundred day moving average is $87.65. The firm has a market cap of $64.46 billion, a P/E ratio of 5.53 and a beta of 0.15.

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).