Avaii Wealth Management LLC Has $10.23 Million Holdings in iShares Gold Trust $IAU

Avaii Wealth Management LLC reduced its holdings in iShares Gold Trust (NYSEARCA:IAU) by 7.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 125,967 shares of the exchange traded fund’s stock after selling 10,027 shares during the period. iShares Gold Trust makes up about 3.7% of Avaii Wealth Management LLC’s investment portfolio, making the stock its 6th largest position. Avaii Wealth Management LLC’s holdings in iShares Gold Trust were worth $10,225,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Abich Financial Wealth Management LLC bought a new stake in shares of iShares Gold Trust in the third quarter valued at approximately $25,000. Mountain Hill Investment Partners Corp. bought a new position in iShares Gold Trust during the third quarter worth $29,000. Fourth Dimension Wealth LLC raised its stake in 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 valued at $31,000 after purchasing an additional 349 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in iShares Gold Trust during the 3rd quarter valued at $31,000. Finally, SOA Wealth Advisors LLC. boosted its holdings in iShares Gold Trust by 230.0% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 462 shares of the exchange traded fund’s stock valued at $34,000 after purchasing an additional 322 shares during the period. 59.67% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting iShares Gold Trust

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

• Positive Sentiment: Major bank bullish view: Wells Fargo still projects a materially higher year‑end gold price, which supports long‑term demand expectations for bullion and ETFs like IAU. Gold struggles amid geopolitical tensions, but Wells Fargo still sees $6,200/oz by year-end
• Positive Sentiment: Swiss banking group reiterates gold’s role as a store of value despite volatility, a supportive narrative for long‑term ETF inflows. Swiss Bankers Association says gold’s importance as a store of value is only increasing despite its recent price volatility
• Neutral Sentiment: Macro data mixed: a rise in U.S. weekly jobless claims was noted but has not offset the dominant yield/dollar moves—this keeps direction uncertain until rate expectations settle. Spot gold trades at $4,436/oz after U.S. weekly jobless claims rise to 210k
• Negative Sentiment: Coordinated hawkish shift from the Fed, ECB, BOE and BOJ lifted yields and revived “higher‑for‑longer” rate fears — a key headwind for gold and IAU. The Fed Meeting Changed Everything
• Negative Sentiment: Stronger USDX and rising bond yields produced solid losses in gold this morning, pressuring bullion‑tracking ETFs. Solid losses for gold, silver on firmer USDX, rising bond yields
• Negative Sentiment: Turkey sold roughly 58.4 tonnes of gold in two weeks, adding central‑bank related supply into markets — a tangible near‑term bearish factor for prices. Turkey taps its gold reserves, sells 58.4 tonnes of gold in two weeks
• Negative Sentiment: Geopolitical developments have so far failed to sustain safe‑haven flows into gold; fading ceasefire hopes and volatility swings are creating selloffs rather than persistent bids. Gold, Silver Tumble Again. One Thing Is Wreaking Havoc on Precious Metals.

iShares Gold Trust Price Performance

NYSEARCA IAU opened at $82.09 on Friday. The firm has a market capitalization of $69.31 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. The company’s fifty day moving average is $93.38 and its two-hundred day moving average is $83.02. iShares Gold Trust has a 52-week low of $55.78 and a 52-week high of $104.40.

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).