Ehrlich Financial Group Has $3.27 Million Stock Holdings in iShares Gold Trust $IAU

Ehrlich Financial Group boosted its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 15.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 44,884 shares of the exchange traded fund’s stock after purchasing an additional 5,943 shares during the period. iShares Gold Trust accounts for approximately 1.9% of Ehrlich Financial Group’s portfolio, making the stock its 15th biggest position. Ehrlich Financial Group’s holdings in iShares Gold Trust were worth $3,266,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. JPMorgan Chase & Co. increased its holdings in iShares Gold Trust by 67.5% in the second quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock worth $680,947,000 after buying an additional 4,398,605 shares during the last quarter. WealthNavi Inc. increased its stake in shares of iShares Gold Trust by 8.5% during the 3rd quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock worth $518,890,000 after purchasing an additional 559,413 shares during the last quarter. Ameriprise Financial Inc. raised its holdings in shares of iShares Gold Trust by 2.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 6,616,480 shares of the exchange traded fund’s stock valued at $412,563,000 after purchasing an additional 148,881 shares in the last quarter. Truist Financial Corp lifted its stake in shares of iShares Gold Trust by 14.4% in the 2nd quarter. Truist Financial Corp now owns 5,490,435 shares of the exchange traded fund’s stock valued at $342,384,000 after purchasing an additional 692,844 shares during the last quarter. Finally, Citigroup Inc. boosted its holdings in iShares Gold Trust by 809.1% in the second quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock worth $318,586,000 after purchasing an additional 4,546,835 shares in the last quarter. 59.67% of the stock is owned by institutional investors and hedge funds.

iShares Gold Trust Price Performance

NYSEARCA IAU opened at $85.34 on Friday. iShares Gold Trust has a fifty-two week low of $49.00 and a fifty-two week high of $85.69. The stock’s 50-day moving average is $78.66 and its two-hundred day moving average is $70.72. The firm has a market cap of $70.33 billion, a P/E ratio of 5.53 and a beta of 0.09.

Key iShares Gold Trust News

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

• Positive Sentiment: Spot gold has surged to fresh highs, with commentators noting a confirmed long‑term bullish trend — this directly supports demand for IAU as a low‑cost gold exposure. Gold (XAU/USD) Price Forecast: Rally Extends to Fresh Highs as Buyers Maintain Control
• Positive Sentiment: Gold strategists at major houses (cited by Kitco) name gold their top long commodity and project multi‑year upside (Goldman Sachs sees ~$4,900/oz by Q4 2026), lending institutional conviction that supports ETF flows into IAU. “Gold remains our single favorite long commodity,” spot price to reach $4,900/oz in Q4 2026 – Goldman Sachs
• Positive Sentiment: Multiple market reports highlight a year‑end metals rally (gold above $4,500, silver rallying), which typically drives inflows into bullion ETFs like IAU as investors seek safe‑haven and inflation hedges. Gold smashes past $4,500 as silver explodes above $75 in year-end rally
• Positive Sentiment: Analysts and FXEmpire outlooks signal the breakout may extend into 2026, citing momentum, dollar weakness and safe‑haven flows — a bullish backdrop for IAU fund flows and NAV support. Gold 2026 Forecast: Record Advance Sets Stage for Measured Extension
• Neutral Sentiment: Zacks compares gold vs silver ETFs and notes silver’s structural supply deficit could allow silver ETFs to outperform in 2026 — a relative‑performance note that could shift some flows away from gold ETFs like IAU. Gold Or Silver ETFs: What Could Rally More in 2026?
• Neutral Sentiment: A handful of market updates focus on technical levels and intraday entry points for traders — useful for short‑term trading activity but not necessarily directional for long‑term IAU flows. Gold market analysis for December 26 – key intra-day price entry levels for active traders
• Neutral Sentiment: Company‑specific financing news from a junior miner (U.S. Gold Corp) is notable for the mining sector but only second‑order for bullion ETFs like IAU. U.S. Gold Corp raises $31M to advance gold project – ICYMI
• Negative Sentiment: Several analyses warn of short‑term overbought conditions and pullback risk (targets toward lower support levels), which could trigger profit‑taking and temporary outflows from IAU. Gold News: Gold Analysis Highlights Pullback Risk Despite Long-Term Bullish Trend

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).