Dynasty Wealth Management LLC Purchases 70,620 Shares of iShares Gold Trust $IAU

Dynasty Wealth Management LLC grew its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 6.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,202,449 shares of the exchange traded fund’s stock after acquiring an additional 70,620 shares during the period. iShares Gold Trust comprises 1.2% of Dynasty Wealth Management LLC’s portfolio, making the stock its 22nd largest position. Dynasty Wealth Management LLC owned 0.15% of iShares Gold Trust worth $87,502,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its holdings in iShares Gold Trust by 67.5% in the 2nd 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 period. WealthNavi Inc. increased its stake in shares of iShares Gold Trust by 8.5% during the third quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock valued at $518,890,000 after buying an additional 559,413 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of iShares Gold Trust by 2.3% during the second quarter. Ameriprise Financial Inc. now owns 6,616,480 shares of the exchange traded fund’s stock valued at $412,563,000 after acquiring an additional 148,881 shares in the last quarter. Truist Financial Corp lifted its stake in iShares Gold Trust by 14.4% in the second quarter. Truist Financial Corp now owns 5,490,435 shares of the exchange traded fund’s stock worth $342,384,000 after acquiring an additional 692,844 shares during the period. 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 valued at $318,586,000 after acquiring an additional 4,546,835 shares in the last quarter. 59.67% of the stock is owned by institutional investors.

Key Stories Impacting iShares Gold Trust

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

• Positive Sentiment: Safe-haven demand from tariff and trade-war fears pushed gold and silver to record highs, supporting bullion ETF flows and explaining recent upside pressure on IAU. Gold, silver hit record highs as trade war fears spark safe-haven rush
• Positive Sentiment: Large-bank and strategist commentary remains bullish — State Street analysts and others are raising probabilities of much higher gold targets (headline callouts around $5,000), which underpins longer-term investor demand for IAU. The odds of gold going to $5,000 … State Street
• Neutral Sentiment: Technical and macro forecasts show room for further upside but also key resistance levels; traders are watching technical signals and tariff headlines, so volatility may remain elevated — a mixed near-term outlook for IAU. Gold & Silver Price Forecast: Can Tariffs Push Gold Toward $4,720 …
• Neutral Sentiment: Markets are in a “wait-and-see” posture ahead of further trade headlines and macro data; that can amplify short-term swings in gold/IAU without changing the longer-term case. Markets Are Locked in a “Wait-and-See” Mode
• Negative Sentiment: After the record highs, gold has pulled back on what analysts call a likely technical correction; that short-term dip in spot gold is the most direct reason IAU is lower intraday. Gold Edges Lower on Likely Technical Correction

iShares Gold Trust Trading Down 0.5%

Shares of iShares Gold Trust stock opened at $86.27 on Tuesday. iShares Gold Trust has a 12-month low of $50.96 and a 12-month high of $87.43. The company has a market cap of $72.42 billion, a P/E ratio of 5.53 and a beta of 0.09. The company’s fifty day simple moving average is $81.22 and its two-hundred day simple moving average is $73.14.

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).