Heck Capital Advisors LLC Boosts Stake in iShares Gold Trust $IAU

Heck Capital Advisors LLC raised its position in iShares Gold Trust (NYSEARCA:IAU) by 34.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,338 shares of the exchange traded fund’s stock after purchasing an additional 27,740 shares during the quarter. Heck Capital Advisors LLC’s holdings in iShares Gold Trust were worth $7,957,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of IAU. Keener Financial Planning LLC acquired a new stake in iShares Gold Trust during the 2nd quarter worth approximately $25,000. MTM Investment Management LLC purchased a new stake in iShares Gold Trust during the second quarter worth approximately $25,000. Private Wealth Management Group LLC raised its stake in shares of iShares Gold Trust by 290.9% in the 2nd quarter. Private Wealth Management Group LLC now owns 430 shares of the exchange traded fund’s stock valued at $27,000 after acquiring an additional 320 shares during the period. Key Financial Inc purchased a new position in shares of iShares Gold Trust in the 2nd quarter valued at $28,000. Finally, Traub Capital Management LLC acquired a new position in shares of iShares Gold Trust during the 2nd quarter valued at $31,000. 59.67% of the stock is owned by institutional investors and hedge funds.

iShares Gold Trust News Summary

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

• Positive Sentiment: Multiple reports show gold breaking and trading above the $4,500/oz level, reinforcing bullish momentum and supporting higher flows into physical-backed ETFs like IAU. Gold breaks $4,500 as a cooling labor market strengthens bull case
• Positive Sentiment: Weaker-than-expected U.S. payrolls (50k vs. 65k) and softer housing starts boosted safe-haven demand, prompting buyers on dips — a direct bullish catalyst for gold-backed ETFs. Gold Price Outlook – Gold Continues to See Buyers After NFP
• Positive Sentiment: Spot gold spiked after U.S. housing starts declined, another piece of data that undercut growth expectations and supported the bullion rally. Spot gold shoots to $4,490/oz after U.S. housing starts fall
• Positive Sentiment: Analysts and strategists remain bullish on medium-term upside (HSBC sees a possible $5,050/oz in H1 2026), which can attract longer-term ETF inflows. Gold price could reach $5,050/oz in H1 2026, but H2 correction could be deeper – HSBC
• Neutral Sentiment: Technical analysts note consolidation above key moving averages and triangle setups — bullish if broken higher, but this keeps price action range-bound until a decisive breakout. Gold (XAU/USD) Price Forecast: Bull Trend Holds Above Key Averages
• Neutral Sentiment: Precious-metals commentary shows strong interest in commodities broadly (silver/platinum rallies and buy-the-dip flows), which can support IAU indirectly but also shift flows between metals. Gold (XAUUSD), Silver, Platinum Forecasts – Silver Soars As Traders Buy The Dip
• Negative Sentiment: Index rebalancing this week could force roughly $6.8B of futures liquidation, creating short-term downside risk and volatility for gold prices and IAU flows. Gold (XAUUSD) Price Forecast: Gold Price Set for Pullback as $6.8B Rebalancing Begins Jan 9

iShares Gold Trust Trading Up 0.7%

Shares of iShares Gold Trust stock opened at $84.89 on Friday. iShares Gold Trust has a twelve month low of $50.14 and a twelve month high of $85.68. The stock has a market cap of $71.55 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. The company has a fifty day moving average price of $79.88 and a 200 day moving average price of $72.00.

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).