Checchi Capital Advisers LLC trimmed its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 13.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 358,431 shares of the exchange traded fund’s stock after selling 56,339 shares during the quarter. iShares Gold Trust comprises about 1.5% of Checchi Capital Advisers LLC’s investment portfolio, making the stock its 7th biggest holding. Checchi Capital Advisers LLC’s holdings in iShares Gold Trust were worth $29,094,000 at the end of the most recent quarter.
Several other institutional investors also recently modified their holdings of IAU. Brighton Jones LLC bought a new position in shares of iShares Gold Trust in the 4th quarter worth about $1,864,000. Bison Wealth LLC increased 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 worth $831,000 after acquiring an additional 7,379 shares in the last quarter. AQR Capital Management LLC increased 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 worth $1,588,000 after acquiring an additional 8,609 shares in the last quarter. Glenview Trust co increased its stake in shares of iShares Gold Trust by 9.7% in the 2nd 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 increased its stake in shares of iShares Gold Trust by 6.3% in the 2nd 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. 59.67% of the stock is currently owned by institutional investors.
iShares Gold Trust Price Performance
Shares of iShares Gold Trust stock opened at $90.57 on Tuesday. The company has a 50-day moving average of $92.01 and a 200 day moving average of $85.44. The firm has a market cap of $77.11 billion, a price-to-earnings ratio of 5.53 and a beta of 0.20. iShares Gold Trust has a 1 year low of $59.71 and a 1 year high of $104.40.
iShares Gold Trust News Roundup
- Positive Sentiment: Heraeus notes gold’s safe‑haven status remains intact and higher gold/silver prices are pushing exploration budgets higher, which supports longer‑term demand for bullion as a store of value. Gold’s safe haven status is intact, high gold and silver prices are boosting exploration budgets – Heraeus
- Positive Sentiment: Standard Chartered says while there are near‑term risks to gold, they still see longer‑term upside — a bullish institutional view that can underpin investor interest in IAU as a long‑dated hedge. Gold price holds near $4,800 as Standard Chartered sees near-term risks, longer-term upside
- Neutral Sentiment: Russia’s valuation and planned auction of a seized stake in gold producer UGC could affect global supply perceptions, but the immediate impact on bullion ETF flows is uncertain. Russia values seized stake in gold producer UGC at $1.9 billion ahead of auction in May
- Neutral Sentiment: Industry M&A and explorer success (Agnico Eagle’s Finland deal; new discoveries at junior projects) signal healthy mining sector activity but have limited direct influence on a bullion ETF like IAU. Agnico Eagle moves to consolidate Finland’s gold district in nearly C$4B deal Pinnacle Silver and Gold finds new high-grade polymetallic zones at El Potrero
- Negative Sentiment: Multiple market reports point to a firmer U.S. dollar and rising Treasury yields (partly tied to renewed U.S.–Iran tensions and a recent ship seizure), which are pressuring gold prices and weighing on IAU today. Gold (XAUUSD) Price Forecast: Gold Price Stalls Below 50-Day MA, Dollar Weighs Gold (XAUUSD) & Silver Price Forecast: Metals Retreat as US Ship Seizure Sparks Inflation Jitters; Can XAU Bulls Defy the Strong Dollar?
- Negative Sentiment: Analysts and market commentary highlight short‑term technical and macro headwinds (price stalling below the 50‑day MA, stronger USDX, higher yields), which explain intra‑day selling pressure in bullion and IAU. Price pressure on gold, silver amid firmer USDX, uptick in bond yields Gold, Silver Decline Amid Renewed Inflation Concerns
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).
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