iShares Gold Trust $IAU Shares Sold by Beacon Harbor Wealth Advisors Inc.

Beacon Harbor Wealth Advisors Inc. decreased its holdings in iShares Gold Trust (NYSEARCA:IAU) by 4.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 169,274 shares of the exchange traded fund’s stock after selling 8,334 shares during the period. iShares Gold Trust comprises approximately 3.0% of Beacon Harbor Wealth Advisors Inc.’s portfolio, making the stock its 6th largest position. Beacon Harbor Wealth Advisors Inc.’s holdings in iShares Gold Trust were worth $13,740,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of IAU. Brighton Jones LLC acquired a new position in shares of iShares Gold Trust in the fourth quarter worth $1,864,000. Bison Wealth LLC grew its stake in shares of iShares Gold Trust by 78.5% in the fourth quarter. Bison Wealth LLC now owns 16,778 shares of the exchange traded fund’s stock worth $831,000 after acquiring an additional 7,379 shares in the last quarter. AQR Capital Management LLC grew its stake in shares of iShares Gold Trust by 47.0% in the first quarter. AQR Capital Management LLC now owns 26,936 shares of the exchange traded fund’s stock worth $1,588,000 after acquiring an additional 8,609 shares in the last quarter. Glenview Trust co grew its stake in shares of iShares Gold Trust by 9.7% in the second quarter. Glenview Trust co now owns 12,384 shares of the exchange traded fund’s stock worth $772,000 after acquiring an additional 1,095 shares in the last quarter. Finally, Main Street Financial Solutions LLC grew its stake in shares of iShares Gold Trust by 6.3% in the second quarter. Main Street Financial Solutions LLC now owns 36,817 shares of the exchange traded fund’s stock worth $2,296,000 after acquiring an additional 2,172 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust News Roundup

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

• Positive Sentiment: Weaker US data and CPI dynamics have lifted safe‑haven demand, supporting gold prices and benefiting IAU’s NAV; analysts and market reports show a multi‑week rally and upside technical setups that could attract inflows. Gold prices jump as US CPI rises 0.9% in March but comes in less than expected
• Positive Sentiment: Geopolitical tensions and ceasefire uncertainty are propping up bullion as a risk‑off asset, keeping gold bids intact and supporting IAU flows. Gold extends three-week rally, but fragile ceasefire and inflation risks cap upside
• Positive Sentiment: Central bank buying remains a structural tailwind for gold demand, cited in recent World Gold Council reporting — positive for long‑term IAU investor interest. Central banks snap up cheap gold in March
• Neutral Sentiment: Technical research shows bullish patterns (ascending triangle) and near‑term pivot levels — useful for traders but not definitive for fund flows. Gold forms ascending triangle
• Neutral Sentiment: Multiple market forecasts offer a range of outcomes (test of $4,800 resistance vs. pullbacks); this keeps volatility high and could drive short‑term trading volume in IAU rather than steady inflows. Gold stuck below $4800 as traders wait for negotiations
• Negative Sentiment: Short interest in IAU jumped ~92.7% in March to ~10.6M shares (≈1.2% of shares) — a sharp rise in bearish positions that could amplify selling pressure or volatility if shorts add size. (Short‑interest ratio remains low due to high avg. volume.)
• Negative Sentiment: Some institutional commentary cautions that gold is not a reliable hedge and that inflation/technical headwinds could cap gains — this framing can weigh on inflows and investor sentiment toward IAU. JP Morgan: Gold is not a very good hedge

iShares Gold Trust Trading Down 0.2%

iShares Gold Trust stock opened at $89.56 on Friday. The stock has a market cap of $76.25 billion, a P/E ratio of 5.53 and a beta of 0.20. The company has a fifty day simple moving average of $92.22 and a 200-day simple moving average of $84.56. iShares Gold Trust has a 12-month low of $59.71 and a 12-month high of $104.40.

About iShares Gold Trust

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).