iShares Gold Trust $IAU is Acorn Financial Advisory Services Inc. ADV’s 3rd Largest Position

Acorn Financial Advisory Services Inc. ADV lifted its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 3.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 483,758 shares of the exchange traded fund’s stock after buying an additional 14,344 shares during the quarter. iShares Gold Trust makes up approximately 5.8% of Acorn Financial Advisory Services Inc. ADV’s portfolio, making the stock its 3rd biggest position. Acorn Financial Advisory Services Inc. ADV owned 0.06% of iShares Gold Trust worth $42,648,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. CIBC Bancorp USA Inc. acquired a new position in iShares Gold Trust during the 3rd quarter worth approximately $193,639,000. Concurrent Investment Advisors LLC raised its holdings in shares of iShares Gold Trust by 381.5% in the 4th 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 in the last quarter. Citigroup Inc. raised its holdings in shares of 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 purchasing an additional 1,893,594 shares in the last quarter. Mizuho Bank Ltd. acquired a new stake in shares of iShares Gold Trust in the 3rd quarter valued at $120,798,000. Finally, Emory University purchased a new stake in shares of iShares Gold Trust during the 3rd quarter worth $78,661,000. 59.67% of the stock is currently owned by hedge funds and other institutional investors.

iShares Gold Trust Trading Down 0.0%

iShares Gold Trust stock opened at $75.51 on Wednesday. The company has a fifty day simple moving average of $83.63 and a 200-day simple moving average of $87.58. The stock has a market cap of $64.29 billion, a P/E ratio of 5.53 and a beta of 0.15. iShares Gold Trust has a 12-month low of $61.60 and a 12-month high of $104.40.

iShares Gold Trust News Roundup

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

• Positive Sentiment: Several analysts and banks remain constructive on gold, with commentary from Goldman Sachs, Standard Chartered, and others arguing the recent selloff may be a buying opportunity and that central bank demand could push prices much higher over time. Gold is not done and sovereign demand will drive price up to $4,900/oz in 2026 – Goldman Sachs’ Dart
• Positive Sentiment: Central bank demand remains a major supportive theme, with an OMFIF survey indicating official institutions expect gold to trade much higher over the next 12 months and continue treating it as a strategic reserve asset. Central banks see gold prices trading between $5,000 and $6,000 in 12 months – OMFIF Survey
• Positive Sentiment: Technical analysts say gold may be stabilizing after testing support, with a bullish hammer pattern and repeated defense of the $4,000 area suggesting a possible short-term bottom. Gold (XAU/USD) Price Forecast: Bullish Hammer Signals Potential Bottom
• Neutral Sentiment: Gold rebounded intraday at points as traders looked for support near key technical levels, but the broader trend remains tied to rate expectations and the next U.S. jobs data. Gold Price Analysis – Gold Continues to See Support at 4K
• Negative Sentiment: Stronger U.S. labor data and firmer yields are pressuring gold lower, as markets focus more on Fed tightening risk than on safe-haven demand. Silver firms while gold fades as Fed risk caps rebound – Kitco PM Report
• Negative Sentiment: Recent headlines from banks and market watchers also note that the Fed’s hawkish pivot has prolonged gold’s correction, keeping pressure on bullion-backed funds like IAU. Fed turned a ‘pause in the structural bullish gold story’ into ‘a deeper freeze’ – J.P. Morgan’s Shearer

iShares Gold Trust 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).