Copperleaf Capital LLC Buys 37,533 Shares of iShares Gold Trust $IAU

Copperleaf Capital LLC grew its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 363.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 47,867 shares of the exchange traded fund’s stock after purchasing an additional 37,533 shares during the period. iShares Gold Trust comprises about 1.7% of Copperleaf Capital LLC’s holdings, making the stock its 14th largest holding. Copperleaf Capital LLC’s holdings in iShares Gold Trust were worth $3,483,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in IAU. Ehrlich Financial Group grew its holdings in iShares Gold Trust by 15.3% in the 3rd quarter. Ehrlich Financial Group now owns 44,884 shares of the exchange traded fund’s stock worth $3,266,000 after acquiring an additional 5,943 shares during the last quarter. Bay Harbor Wealth Management LLC raised its position in shares of iShares Gold Trust by 63.6% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 55,530 shares of the exchange traded fund’s stock worth $4,041,000 after acquiring an additional 21,596 shares in the last quarter. Bryn Mawr Trust Advisors LLC raised its holdings in iShares Gold Trust by 79.9% in the second quarter. Bryn Mawr Trust Advisors LLC now owns 51,910 shares of the exchange traded fund’s stock worth $3,237,000 after purchasing an additional 23,054 shares in the last quarter. First Horizon Corp bought a new position in shares of iShares Gold Trust in the 3rd quarter worth about $1,863,000. Finally, Strategic Blueprint LLC lifted its holdings in shares of iShares Gold Trust by 30.2% during the third quarter. Strategic Blueprint LLC now owns 136,931 shares of the exchange traded fund’s stock valued at $9,964,000 after purchasing an additional 31,746 shares during the last quarter. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust News Summary

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

• Positive Sentiment: UBS says gold should keep rising after fresh record highs, reinforcing medium-term bullish fundamentals for bullion and ETFs like IAU. Gold prices will keep rising on macroeconomics and geopolitical risk – UBS
• Positive Sentiment: FXEmpire and other analysts note bulls still control the market near record levels, implying further upside potential for gold exposure via IAU. Gold (XAU/USD) Price Forecast: Bulls Hold Control Near Record Levels
• Positive Sentiment: Recent record highs and technical breakout narratives (Jan 14–15) keep investor interest in bullion ETFs as a hedge against macro uncertainty. New Record High Confirms Bull Trend
• Neutral Sentiment: CME Group / Kitco pieces outline strategic drivers and relative-value factors for precious metals in 2026 — useful context for longer-term IAU positioning but not an immediate catalyst. Key factors for investors seeking relative value in precious metals in 2026 – CME Group’s Norland
• Neutral Sentiment: Intraday technical analyses and market-entry level notes signal consolidation and choppy trading — this can produce short-term volatility in IAU but not a clear trend change. Gold market analysis for January 15 – key intra-day price entry levels for active traders
• Negative Sentiment: WSJ reports easing geopolitical tensions, which reduces immediate safe‑haven demand for gold and pressures bullion-linked ETFs like IAU. Gold Edges Lower Amid Abating Geopolitical Risks
• Negative Sentiment: Stronger U.S. regional data (Philly Fed, New York manufacturing surprise) and a drop in weekly jobless claims have lifted risk appetite and rate expectations, weighing on gold/IAU. Spot gold at session low $4,581/oz after Philly Fed survey rises 12.6 in January
• Negative Sentiment: Technical correction and profit‑taking after recent records has been flagged by outlets, creating short-term selling pressure for gold and IAU. Gold Declines on Likely Technical Correction, Possible Profit-Taking

iShares Gold Trust Trading Down 0.6%

iShares Gold Trust stock opened at $86.71 on Friday. The company has a market capitalization of $72.81 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. The business’s fifty day simple moving average is $80.82 and its two-hundred day simple moving average is $72.67. iShares Gold Trust has a 12 month low of $50.96 and a 12 month high of $87.43.

iShares Gold Trust Company 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).