iShares Gold Trust $IAU Stake Decreased by Davies Financial Advisors Inc.

Davies Financial Advisors Inc. reduced its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 13.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 74,031 shares of the exchange traded fund’s stock after selling 11,472 shares during the period. iShares Gold Trust comprises 4.4% of Davies Financial Advisors Inc.’s investment portfolio, making the stock its 6th biggest position. Davies Financial Advisors Inc.’s holdings in iShares Gold Trust were worth $5,387,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. MTM Investment Management LLC bought a new position in shares of iShares Gold Trust during the 2nd quarter worth $25,000. Keener Financial Planning LLC purchased a new stake in iShares Gold Trust during the second quarter valued at about $25,000. Private Wealth Management Group LLC lifted its holdings in iShares Gold Trust by 290.9% during the second quarter. Private Wealth Management Group LLC now owns 430 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 320 shares during the last quarter. Key Financial Inc bought a new position in iShares Gold Trust during the second quarter worth about $28,000. Finally, Traub Capital Management LLC bought a new stake in shares of iShares Gold Trust in the second quarter valued at approximately $31,000. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Trading Up 1.3%

Shares of IAU stock opened at $84.68 on Wednesday. The firm’s 50 day moving average is $78.38 and its 200 day moving average is $70.31. The stock has a market capitalization of $69.78 billion, a P/E ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 12 month low of $49.00 and a 12 month high of $84.72.

iShares Gold Trust News Summary

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

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).