Bigelow Investment Advisors LLC Has $11.55 Million Position in iShares Gold Trust $IAU

Bigelow Investment Advisors LLC lowered its stake in iShares Gold Trust (NYSEARCA:IAU) by 8.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 131,038 shares of the exchange traded fund’s stock after selling 12,332 shares during the period. iShares Gold Trust makes up 4.6% of Bigelow Investment Advisors LLC’s portfolio, making the stock its 3rd largest holding. Bigelow Investment Advisors LLC’s holdings in iShares Gold Trust were worth $11,552,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Bank of America Corp DE lifted its position in iShares Gold Trust by 1.5% during the third quarter. Bank of America Corp DE now owns 30,799,504 shares of the exchange traded fund’s stock worth $2,241,280,000 after acquiring an additional 456,140 shares during the last quarter. LPL Financial LLC boosted its stake in iShares Gold Trust by 1.5% in the 4th quarter. LPL Financial LLC now owns 13,742,286 shares of the exchange traded fund’s stock valued at $1,115,461,000 after purchasing an additional 203,528 shares during the period. Wells Fargo & Company MN boosted its stake in iShares Gold Trust by 2.0% in the 4th quarter. Wells Fargo & Company MN now owns 13,136,955 shares of the exchange traded fund’s stock valued at $1,066,327,000 after purchasing an additional 260,541 shares during the period. UBS Group AG grew its holdings in iShares Gold Trust by 6.5% in the 3rd quarter. UBS Group AG now owns 9,148,055 shares of the exchange traded fund’s stock valued at $665,704,000 after buying an additional 561,489 shares in the last quarter. Finally, Citigroup Inc. grew its holdings in iShares Gold Trust by 35.7% in the 4th quarter. Citigroup Inc. now owns 7,201,313 shares of the exchange traded fund’s stock valued at $584,531,000 after buying an additional 1,893,594 shares in the last quarter. 59.67% of the stock is owned by institutional investors.

iShares Gold Trust Price Performance

IAU stock opened at $75.53 on Tuesday. The stock has a market capitalization of $64.30 billion, a price-to-earnings ratio of 5.53 and a beta of 0.15. The business’s fifty day moving average price is $83.94 and its two-hundred day moving average price is $87.61. iShares Gold Trust has a fifty-two week low of $61.60 and a fifty-two week high of $104.40.

iShares Gold Trust News Summary

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

• Positive Sentiment: Central bank demand remains a key long-term support for gold, with the latest World Gold Council survey still pointing to continued official-sector buying. Gold’s biggest buyers aren’t slowing down, but SocGen sees more measured pace ahead
• Positive Sentiment: Some analysts said gold could benefit later from falling oil prices, easing inflation expectations, and lower bond yields, which would improve the outlook for the metal. Precious metals should benefit from falling oil, as gold market continues shift toward Asia – Heraeus
• Positive Sentiment: Gold continues to find technical support around the $4,049 area, and renewed geopolitical uncertainty could still attract buyers if risk sentiment worsens. Gold (XAUUSD) & Silver Price Forecast: Gold Defends $4,049 as Silver Holds $57.97 — Next Move?
• Neutral Sentiment: China is considering changes to its gold import and export regime, a development that could affect longer-term trade flows but does not yet change near-term pricing. China considers new import and export regime for gold which limits PBOC oversight
• Negative Sentiment: Gold and silver prices weakened as traders repriced Fed policy risk, with higher oil and Treasury yields reinforcing expectations that rates may stay restrictive for longer. Gold, silver weaken as Fed repricing overwhelms haven demand – Kitco PM Report
• Negative Sentiment: Several market reports pointed to gold prices tumbling on concerns that rising oil could boost inflation and keep the Federal Reserve on a tighter path, adding downside pressure to bullion. Gold News: Does the Death Cross Still Matter for Gold Prices?
• Negative Sentiment: Some banks are warning gold could slip below key support levels before recovering, and technical signals such as a “death cross” are keeping sentiment cautious. Gold will fall below $3,900 this year before rallying to $5,300 in 2027 – TD’s Bart Melek

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).