AllGen Financial Advisors Inc. Buys 12,624 Shares of iShares Gold Trust $IAU

AllGen Financial Advisors Inc. lifted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 3.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 378,708 shares of the exchange traded fund’s stock after acquiring an additional 12,624 shares during the period. iShares Gold Trust accounts for about 7.3% of AllGen Financial Advisors Inc.’s holdings, making the stock its 4th biggest position. AllGen Financial Advisors Inc.’s holdings in iShares Gold Trust were worth $30,740,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Abich Financial Wealth Management LLC purchased a new position in iShares Gold Trust in the 3rd quarter valued at $25,000. Mountain Hill Investment Partners Corp. purchased a new position in iShares Gold Trust in the 3rd quarter valued at $29,000. Fourth Dimension Wealth LLC grew its position in iShares Gold Trust by 436.3% in the 3rd quarter. Fourth Dimension Wealth LLC now owns 429 shares of the exchange traded fund’s stock valued at $31,000 after buying an additional 349 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new position in iShares Gold Trust in the 3rd quarter valued at $31,000. Finally, SOA Wealth Advisors LLC. grew its position 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 buying an additional 322 shares during the last quarter. 59.67% of the stock is currently owned by hedge funds and other institutional investors.

iShares Gold Trust Price Performance

NYSEARCA:IAU opened at $89.04 on Thursday. The firm’s fifty day moving average price is $92.49 and its 200 day moving average price is $84.30. iShares Gold Trust has a 1-year low of $57.50 and a 1-year high of $104.40. The firm has a market cap of $75.80 billion, a price-to-earnings ratio of 5.53 and a beta of 0.15.

iShares Gold Trust News Summary

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

• Positive Sentiment: Geopolitical ceasefire boosted safe-haven demand and triggered a sharp rally in gold prices earlier this week, supporting IAU’s upside. Article Title
• Positive Sentiment: Central-bank buying and survey data show rising allocations to gold, a structural demand tailwind for bullion-backed ETFs like IAU. Article Title
• Positive Sentiment: Gold is being touted again as an “anchor” in diversified portfolios by index/strategy specialists, which can support longer-term inflows to IAU. Article Title
• Positive Sentiment: US dollar weakness tied to improved risk sentiment is providing additional technical support to gold prices (beneficial for IAU). Article Title
• Neutral Sentiment: The World Gold Council says March’s sharp selloff was driven by liquidity and deleveraging rather than a breakdown in fundamentals — a mixed signal that suggests fundamentals remain intact but volatility can persist. Article Title
• Neutral Sentiment: Commodity-cycle commentary expects copper to outperform gold in the new cycle, which could divert some speculative flows away from gold in the medium term. Article Title
• Neutral Sentiment: Several market notes highlight mixed fundamentals and short-term chop; analysts point to key intraday/support levels that traders are using to manage positions in gold and related ETFs. Article Title
• Negative Sentiment: The WSJ and intraday technical reports note a near-term pullback/technical correction after the recent surge, which can cap near-term gains for IAU and increase volatility. Article Title
• Negative Sentiment: Technical analysts warn bullish momentum may falter around short-term moving averages (20–50 day), implying resistance that could limit further upside for IAU until confirmed. Article Title

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).