Arete Wealth Advisors LLC Cuts Stock Holdings in iShares Gold Trust $IAU

Arete Wealth Advisors LLC lowered its stake in iShares Gold Trust (NYSEARCA:IAU) by 24.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,576 shares of the exchange traded fund’s stock after selling 5,259 shares during the quarter. Arete Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $1,212,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Abich Financial Wealth Management LLC purchased a new stake in shares of iShares Gold Trust in the third quarter worth about $25,000. MTM Investment Management LLC bought a new stake in iShares Gold Trust in the 2nd quarter worth approximately $25,000. Mountain Hill Investment Partners Corp. bought a new stake in iShares Gold Trust in the 3rd quarter worth approximately $29,000. Fourth Dimension Wealth LLC raised its holdings in shares of iShares Gold Trust by 436.3% during the 3rd quarter. Fourth Dimension Wealth LLC now owns 429 shares of the exchange traded fund’s stock worth $31,000 after acquiring an additional 349 shares in the last quarter. Finally, Key Financial Inc bought a new position in shares of iShares Gold Trust during the 2nd quarter valued at approximately $28,000. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust News Roundup

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

• Positive Sentiment: Sprott’s Paul Wong argues a structural shift toward a new global monetary reserve system (“Bretton Woods III”), positioning gold as a core reserve asset — a narrative that supports long‑term demand for gold and gold ETFs like IAU. ‘As the world breaks up, you’re going to need a monetary reserve system’ – Sprott’s Paul Wong on why Bretton Woods III is inevitable and gold stands alone
• Positive Sentiment: Kitco reports gold has rebounded above the $5,200 area and finished February at fresh records — immediate price momentum that typically lifts IAU flows and sentiment. Gold prices push back above $5,200; sees solid rebound in February to end month with another record
• Positive Sentiment: Multiple FXEmpire forecasts highlight sustained bullish momentum, with technicians pushing targets materially higher (one note saying a prior $8,000 target may have been conservative) — reinforces investor conviction in continued upside for gold and IAU. Gold Price Forecast – Our $8,000 Target Was Likely Too Conservative
• Positive Sentiment: Analysts and strategists (including Bank of America coverage) say gold’s bull market remains mid‑cycle with paths to much higher levels (e.g., $6,000+), supporting allocation to gold ETFs if risk‑off drivers persist. Despite consolidating below $5,200, gold still has a path to $6,000, says Bank of America
• Neutral Sentiment: Intraday technical notes and market commentary show gold trading in tight ranges at times (consolidation around recent highs) — suggests short‑term chop even while trend stays constructive. Gold Price Analysis – Gold Continues to See Tight Range
• Neutral Sentiment: Broader media coverage (e.g., WSJ features) increases visibility for gold but doesn’t directly alter supply/demand — can support flows through investor attention. Warren Buffett and the Giant Gold Cube
• Negative Sentiment: Several reports note profit‑taking and short‑term pressure (silver leading some pullbacks), and hawkish Fed risks or a stronger USD could cap upside — these are the main near‑term risks for IAU if risk sentiment flips. Profit-taking price pressure on gold, silver

iShares Gold Trust Stock Performance

IAU stock opened at $99.07 on Monday. The firm has a fifty day moving average price of $90.29 and a 200 day moving average price of $79.56. iShares Gold Trust has a fifty-two week low of $53.44 and a fifty-two week high of $104.40. The firm has a market cap of $83.65 billion, a PE ratio of 5.53 and a beta of 0.09.

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).