Embree Financial Group Boosts Position in iShares Gold Trust $IAU

Embree Financial Group grew its position in iShares Gold Trust (NYSEARCA:IAU) by 48.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,692 shares of the exchange traded fund’s stock after buying an additional 6,748 shares during the quarter. Embree Financial Group’s holdings in iShares Gold Trust were worth $1,680,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in IAU. AA Financial Advisors LLC boosted its position in shares of iShares Gold Trust by 34.3% in the 4th quarter. AA Financial Advisors LLC now owns 18,651 shares of the exchange traded fund’s stock worth $1,514,000 after buying an additional 4,765 shares in the last quarter. New England Professional Planning Group Inc. purchased a new position in iShares Gold Trust during the 4th quarter valued at about $246,000. WESPAC Advisors LLC raised its position in iShares Gold Trust by 25.2% during the fourth quarter. WESPAC Advisors LLC now owns 33,656 shares of the exchange traded fund’s stock worth $2,732,000 after acquiring an additional 6,782 shares during the last quarter. Beacon Investment Advisory Services Inc. raised its position in iShares Gold Trust by 0.3% during the fourth quarter. Beacon Investment Advisory Services Inc. now owns 926,451 shares of the exchange traded fund’s stock worth $75,200,000 after acquiring an additional 3,003 shares during the last quarter. Finally, Ballew Advisors Inc lifted its holdings in shares of iShares Gold Trust by 3.3% in the fourth quarter. Ballew Advisors Inc now owns 18,035 shares of the exchange traded fund’s stock valued at $1,558,000 after purchasing an additional 575 shares in the last quarter. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

IAU stock opened at $84.95 on Monday. The company’s 50 day simple moving average is $93.35 and its 200-day simple moving average is $83.34. The firm has a market capitalization of $71.73 billion, a PE ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 12 month low of $55.78 and a 12 month high of $104.40.

More iShares Gold Trust News

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

• Positive Sentiment: Sentiment and inflation expectations data lifted safe-haven flows; spot gold shot above $4,550/oz after final Consumer Sentiment fell and one‑year inflation expectations rose, supporting bullion demand. Spot gold shoots above $4,550/oz after final Consumer Sentiment falls to 53.3, one-year inflation expectations rise to 3.8%
• Positive Sentiment: Technical buyers pushed a rebound after a test of the 200‑day moving average, with analysts pointing to upside targets if momentum continues—this technical bounce helps IAU flows. Gold News: Gold Rally Builds After 200-Day Test—Are Buyers Targeting $4850.68?
• Positive Sentiment: Sprott and other institutional commentators expect a larger institutional buy‑in ahead for gold, suggesting continued demand from big allocators that could support ETF flows. Gold’s big institutional buy-in still to come, silver will follow gold’s lead higher – Sprott’s McIntyre
• Positive Sentiment: Gold snapped a multi‑week losing streak with modest corrective gains, suggesting short‑term technical relief rallies for IAU holders. Gold snaps three-week losing streak even as oil prices rise, triggering stagflation fears
• Neutral Sentiment: Swiss Bankers Association reiterated gold’s role as a store of value despite volatility—longer‑term supportive but not an immediate price catalyst. Swiss Bankers Association says gold’s importance as a store of value is only increasing despite its recent price volatility
• Neutral Sentiment: Intraday technical guides and analyst level sheets are highlighting key entry/exit zones—useful for traders but not an outright directional catalyst for longer‑term holders. Gold market analysis for March 27 – key intra-day price entry levels for active traders
• Negative Sentiment: Technical studies show growing bearish signals across multiple timeframes, increasing the risk of renewed downside toward key Fibonacci and moving‑average supports. Gold (XAU/USD) Price Forecast: Bearish Signals Grow Across Timeframes
• Negative Sentiment: Analysts warn a “safe‑haven exit”: a stronger U.S. dollar and rising bond yields have pressured gold recently, capping ETF upside despite geopolitical noise. Gold (XAUUSD) & Silver Price Forecast: Safe-Haven Exit? Why Gold is Diving
• Negative Sentiment: Coordinated central‑bank hawkishness after recent meetings revived higher‑for‑longer rate expectations, a headwind for gold’s carry and for IAU flows. The Fed Meeting Changed Everything
• Negative Sentiment: Supply and macro pressure: Turkey sold ~58.4 tonnes of gold from reserves recently, adding near‑term physical supply into the market. Turkey taps its gold reserves, sells 58.4 tonnes of gold in two weeks
• Negative Sentiment: Commodity cross‑moves (oil surge, shifting geopolitics) and headline-driven volatility continue to produce sharp intraday swings for gold and IAU. Stocks Swing, Oil Surges, Gold Slumps. How the Iran War Has Moved Markets.

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).