Cypress Wealth Services LLC Has $4.09 Million Stock Position in iShares Gold Trust $IAU

Cypress Wealth Services LLC increased its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 31.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 56,182 shares of the exchange traded fund’s stock after acquiring an additional 13,459 shares during the period. Cypress Wealth Services LLC’s holdings in iShares Gold Trust were worth $4,088,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the stock. Sincerus Advisory LLC boosted its holdings in shares of iShares Gold Trust by 2.8% in the 3rd quarter. Sincerus Advisory LLC now owns 5,184 shares of the exchange traded fund’s stock valued at $377,000 after buying an additional 143 shares during the last quarter. Diversified Enterprises LLC raised its position in iShares Gold Trust by 4.6% during the second quarter. Diversified Enterprises LLC now owns 3,683 shares of the exchange traded fund’s stock worth $230,000 after acquiring an additional 163 shares in the last quarter. Red Mountain Financial LLC lifted its stake in iShares Gold Trust by 0.4% in the second quarter. Red Mountain Financial LLC now owns 46,314 shares of the exchange traded fund’s stock valued at $2,888,000 after acquiring an additional 165 shares during the last quarter. New Hampshire Trust lifted its stake in iShares Gold Trust by 4.2% in the second quarter. New Hampshire Trust now owns 4,286 shares of the exchange traded fund’s stock valued at $267,000 after acquiring an additional 171 shares during the last quarter. Finally, Whittier Trust Co. grew its position in shares of iShares Gold Trust by 0.3% in the 2nd quarter. Whittier Trust Co. now owns 60,987 shares of the exchange traded fund’s stock valued at $3,803,000 after acquiring an additional 177 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Gold climbed above $4,500/oz for the first time as rising geopolitical tensions (U.S.–Venezuela, China–Japan, Eastern Europe risks) boosted safe‑haven flows. Gold Climbs Above $4,500/oz for First Time Amid Rising Geopolitical Tensions
• Positive Sentiment: Technical momentum remains strong after a breakout; forecasts see further upside near $4,498–$4,552 as traders chase breakout momentum. Gold (XAU/USD) Price Forecast: New Record $4,498 – $4,552 Extension Next
• Positive Sentiment: Reports note continued strong inflows into gold products heading into the holidays, supporting ETF demand and IAU flows. Gold Price Outlook – Gold Continues to See Inflows on Tuesday
• Positive Sentiment: Market commentary highlights institutional demand and rate‑cut (Fed pause) expectations as drivers keeping the metals’ trend constructive — supportive for IAU. Gold (XAUUSD) & Silver Price Forecast:: Institutional Demand Keeps Trend Constructive
• Positive Sentiment: Large physical demand noted — China purchased nearly $1bn of Russian bullion in November alone, indicating robust physical flows that underpin prices and ETF holdings. Largest bilateral gold trade in history? China buys nearly $1 billion in bullion from Russia in November alone
• Positive Sentiment: Major banks and strategists are bullish — e.g., JP Morgan and other houses projecting materially higher gold into 2026, supporting long‑term investor interest in gold ETFs like IAU. JP Morgan sees gold at $5,055 by Q4 2026 as China and the cryptosphere add new demand
• Neutral Sentiment: There was an intraday pullback after U.S. consumer‑confidence data; such short‑term volatility can affect NAV intraday but hasn’t reversed the broader rally. Spot gold slides to session low after U.S. Consumer Confidence falls to 89.1 in December
• Neutral Sentiment: Market guides and “how to invest in gold” pieces are circulating as retail interest rises — may bring fresh inflows but also short‑term rotation. How to Invest in Gold
• Neutral Sentiment: Company/sector capital raises and miner news (e.g., U.S. Gold Corp private placement, Ariana deals) are industry‑specific and have limited direct impact on IAU’s ETF flows. U.S. Gold Corp raises $31.2M in private placement

iShares Gold Trust Price Performance

iShares Gold Trust stock opened at $84.68 on Wednesday. The company’s 50-day moving average is $78.38 and its 200-day moving average is $70.31. The firm has a market capitalization of $69.78 billion, a PE ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a fifty-two week low of $49.00 and a fifty-two week high of $84.72.

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).