Bailard Inc. Boosts Position in iShares Gold Trust $IAU

Bailard Inc. grew its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 33.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,222 shares of the exchange traded fund’s stock after buying an additional 11,530 shares during the quarter. Bailard Inc.’s holdings in iShares Gold Trust were worth $3,364,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in IAU. Citigroup Inc. lifted its holdings in shares of iShares Gold Trust by 809.1% during the 2nd 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. JPMorgan Chase & Co. increased 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 valued at $680,947,000 after purchasing an additional 4,398,605 shares in the last quarter. Prudential Financial Inc. increased its holdings in iShares Gold Trust by 2,152.7% in the 2nd quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock valued at $217,892,000 after purchasing an additional 3,339,000 shares in the last quarter. Packer & Co Ltd purchased a new position in iShares Gold Trust in the third quarter valued at about $156,463,000. Finally, PFG Advisors lifted its stake in shares of iShares Gold Trust by 4,797.3% during the second quarter. PFG Advisors now owns 1,432,369 shares of the exchange traded fund’s stock worth $89,323,000 after purchasing an additional 1,403,121 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

Key Stories Impacting iShares Gold Trust

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

• Positive Sentiment: Safe‑haven buying from geopolitical headlines — President Trump’s Greenland/tariff threats and related “sell America” flows drove gold to new record highs, boosting demand for gold ETFs like IAU. Gold breaks new record on Greenland tariff threats
• Positive Sentiment: ETF inflows and retail/institutional appetite — Coverage notes that gold ETFs are “breaking records,” signalling portfolio flows into physical gold exposure that directly support IAU’s assets and price. Gold ETF Still Breaking Records
• Positive Sentiment: Expectations for more institutional demand — Industry voices (Sprott) argue the next leg higher will be driven by institutions increasing allocations to gold, a longer‑term tailwind for IAU. Gold’s next surge will be driven by institutional demand
• Neutral Sentiment: Technical pause at resistance — Several market pieces say gold’s rally has stalled near key Fibonacci/technical resistance; that could lead to consolidation before continuation. This is a near‑term timing / volatility signal rather than a fundamental reversal. Gold (XAU/USD) Price Forecast: Rally Stalls
• Neutral Sentiment: Momentum and price targets debated — Analysts are split between calling for continued upside toward psychological $5,000 levels and cautioning about momentum exhaustion; watch macro datapoints and Fed signals. Five Reasons Why Gold Is Surging Toward $5,000 an Ounce
• Negative Sentiment: Easing geopolitical tensions can reverse flows — A late WSJ update noted gold pulled back after U.S.‑Europe tensions over Greenland cooled; reduced geopolitical risk would likely pressure gold and, by extension, IAU. Gold Falls Amid Easing U.S.-Europe Tensions Over Greenland
• Negative Sentiment: Technical correction risk — Commentary warns of a possible short‑term technical correction or consolidation after rapid gains; traders should expect higher intraday volatility in IAU. Gold Consolidates; May Face Technical Correction

iShares Gold Trust Price Performance

Shares of NYSEARCA IAU opened at $90.87 on Thursday. iShares Gold Trust has a 1-year low of $51.52 and a 1-year high of $91.74. The company has a market capitalization of $76.38 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. The business has a 50-day moving average of $81.69 and a 200-day moving average of $73.45.

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).