Bank of Montreal Can Grows Stock Holdings in iShares Gold Trust $IAU

Bank of Montreal Can lifted its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 9.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,065,648 shares of the exchange traded fund’s stock after purchasing an additional 90,745 shares during the period. Bank of Montreal Can owned 0.13% of iShares Gold Trust worth $77,547,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in IAU. Abich Financial Wealth Management LLC purchased a new position in shares of iShares Gold Trust during the 3rd quarter worth $25,000. MTM Investment Management LLC acquired a new position in iShares Gold Trust in the 2nd quarter valued at about $25,000. Mountain Hill Investment Partners Corp. acquired a new position in iShares Gold Trust in the 3rd quarter valued at about $29,000. Fourth Dimension Wealth LLC increased 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 buying an additional 349 shares during the last quarter. Finally, SOA Wealth Advisors LLC. raised its position in shares of iShares Gold Trust by 230.0% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 462 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 322 shares during the period. 59.67% of the stock is currently owned by hedge funds and other institutional investors.

iShares Gold Trust Stock Performance

IAU opened at $97.55 on Thursday. The business’s 50 day moving average price is $92.50 and its 200 day moving average price is $81.36. The stock has a market capitalization of $82.37 billion, a PE ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a one year low of $54.90 and a one year high of $104.40.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Middle East tensions are boosting safe‑haven flows and helped lift spot gold above key levels recently, providing fundamental support for gold-backed ETFs like IAU. Gold (XAUUSD) & Silver Price Forecast: Middle East Risk Lifts Metals—$5,330 Next?
• Positive Sentiment: Macro credit concerns — research citing private‑credit risks — are being cited as a tail risk that could support higher gold as a crisis hedge, which is constructive for IAU over risk‑off episodes. Private credit risks could trigger prolonged economic downturn, supports higher gold price – Unicus Research
• Neutral Sentiment: Major asset managers and strategists remain bullish on longer‑term gold upside (e.g., BlackRock commentary, and a more speculative Capitalight scenario), which supports a structural case for IAU but is longer horizon. Blackrock sees further gains for both gold and silver No longer outrageous: Gold now has a path to $10,000 by 2029 – Capitalight’s Schieven
• Neutral Sentiment: Rising demand for digital gold products (e.g., large Tether Gold positions and profit-taking activity) signals broader appetite for bullion exposure, but profit‑taking by big crypto/liquidity players can cause short-term volatility for physical‑linked ETFs. Antalpha moves to take $100 million profit on massive Tether Gold bet as demand for digital bullion continues to rise
• Negative Sentiment: Technical setups are signaling near‑term risk: traders highlight a bearish flag and breakdown from a rising wedge, which could trigger a second leg lower and pressure IAU if momentum-following flows accelerate. Gold (XAU/USD) Price Forecast: Bearish Flag May Trigger Second Leg Down Gold (XAU/USD) Price Forecast: Rising Wedge Breakdown Signals Caution Ahead
• Negative Sentiment: Near‑term selling pressure tied to profit‑taking, a firmer USD index and a modest rise in U.S. CPI has produced pullbacks in spot gold — factors that typically cause outflows or mark‑to‑market weakness for IAU. Gold, silver down on profit taking, firmer USDX Gold prices see some selling pressure as US CPI rises 0.2% in February

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).