Cooke Wealth Management LLC Takes Position in iShares Gold Trust $IAU

Cooke Wealth Management LLC bought a new position in iShares Gold Trust (NYSEARCA:IAU) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 16,176 shares of the exchange traded fund’s stock, valued at approximately $1,411,000. iShares Gold Trust comprises approximately 1.2% of Cooke Wealth Management LLC’s holdings, making the stock its 19th biggest holding.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC purchased a new position in shares of iShares Gold Trust during the fourth quarter worth approximately $1,864,000. Bison Wealth LLC boosted its stake in shares of iShares Gold Trust by 78.5% in the 4th quarter. Bison Wealth LLC now owns 16,778 shares of the exchange traded fund’s stock valued at $831,000 after purchasing an additional 7,379 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of iShares Gold Trust by 47.0% in the 1st quarter. AQR Capital Management LLC now owns 26,936 shares of the exchange traded fund’s stock valued at $1,588,000 after purchasing an additional 8,609 shares in the last quarter. SCS Capital Management LLC grew its holdings in shares of iShares Gold Trust by 10.9% during the 2nd quarter. SCS Capital Management LLC now owns 8,514 shares of the exchange traded fund’s stock valued at $531,000 after purchasing an additional 834 shares during the last quarter. Finally, Per Stirling Capital Management LLC. bought a new position in shares of iShares Gold Trust during the 2nd quarter valued at $4,087,000. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

Shares of NYSEARCA:IAU opened at $87.94 on Monday. The stock has a market cap of $74.87 billion, a PE ratio of 5.53 and a beta of 0.09. The company’s fifty day moving average is $93.06 and its 200 day moving average is $84.00. iShares Gold Trust has a 52 week low of $55.78 and a 52 week high of $104.40.

iShares Gold Trust News Summary

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

• Positive Sentiment: Technical rebound: gold reclaimed its 50‑day moving average, a key technical trigger that often draws momentum buyers and supports bullion‑backed ETFs like IAU. Gold (XAUUSD) & Silver Price Forecast
• Positive Sentiment: Weekly recovery narrative: analysts note gold “fighting back” this week, which can sustain inflows into IAU if momentum continues. Gold Weekly Price Analysis – Gold Continues to Fight Back
• Positive Sentiment: Structural support: central banks remain net buyers of physical gold, a durable demand source that underpins ETFs over the medium term. Central banks remain net gold buyers
• Neutral Sentiment: Strategist views: large banks (e.g., UBS, HSBC) are bullish on gold over the medium/long term, which supports investor conviction but may not drive immediate flows. Gold set for new highs as Middle East conflict reshapes precious metals outlook
• Neutral Sentiment: Market caution ahead of macro data: several pieces note traders positioning ahead of NFP and other data, which can produce choppy, low‑volume moves in IAU. Gold and Silver Technical Analysis
• Negative Sentiment: ETF outflows: reports show GLD and IAU experienced large monthly outflows as investors took profits after the rally — direct negative pressure on IAU’s asset base and price. GLD, IAU see massive monthly outflows
• Negative Sentiment: Macro headwinds: a stronger US dollar and rising US Treasury yields are repeatedly cited as pressuring gold, which tends to weigh on IAU until yields abate. Gold, silver solidly down amid USDX gains
• Negative Sentiment: Profit‑taking and talk of a longer Iran conflict created intraday selling and technical breakdowns in some reads, adding short-term downside risk for bullion ETFs. Gold retreats as traders prepare for a long war in Iran

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).