Briaud Financial Planning Inc cut its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 81,225 shares of the exchange traded fund’s stock after selling 5,813 shares during the quarter. iShares Gold Trust accounts for about 1.6% of Briaud Financial Planning Inc’s portfolio, making the stock its 6th biggest holding. Briaud Financial Planning Inc’s holdings in iShares Gold Trust were worth $6,593,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Ehrlich Financial Group increased its position in shares of iShares Gold Trust by 15.3% during the 3rd quarter. Ehrlich Financial Group now owns 44,884 shares of the exchange traded fund’s stock worth $3,266,000 after purchasing an additional 5,943 shares during the last quarter. First Horizon Corp acquired a new stake in shares of iShares Gold Trust in the 3rd quarter valued at approximately $1,863,000. Strategic Blueprint LLC boosted its holdings in shares of iShares Gold Trust by 30.2% in the 3rd quarter. Strategic Blueprint LLC now owns 136,931 shares of the exchange traded fund’s stock valued at $9,964,000 after buying an additional 31,746 shares during the last quarter. MA Private Wealth grew its stake in shares of iShares Gold Trust by 10.3% in the third quarter. MA Private Wealth now owns 157,758 shares of the exchange traded fund’s stock valued at $11,480,000 after buying an additional 14,705 shares in the last quarter. Finally, Copperleaf Capital LLC grew its stake in shares of iShares Gold Trust by 363.2% in the third quarter. Copperleaf Capital LLC now owns 47,867 shares of the exchange traded fund’s stock valued at $3,483,000 after buying an additional 37,533 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.
More iShares Gold Trust News
Here are the key news stories impacting iShares Gold Trust this week:
- Positive Sentiment: China buying and “dip” narrative supports physical demand for gold, a bullish force for IAU. Gold demand anchored in mispriced risk as China buying signals ‘dip’ opportunity
- Positive Sentiment: Switzerland’s gold exports rose ~30%, indicating stronger physical flows to investors and central banks — supportive for gold-backed ETFs like IAU. Switzerland’s gold exports rise 30% as investors seek safe haven amid global
- Positive Sentiment: U.S. weekly jobless claims rose, briefly lifting spot gold as risk/safe-haven flows kicked in — short-term support for IAU. Spot gold approaches session high after US weekly jobless claims rise
- Neutral Sentiment: StoneX: metals still have upside scope, but Iran tensions and Fed uncertainty keep markets “nervy” — could amplify moves in either direction for IAU. Gold and silver have upside scope, but Iran and Fed concerns will keep metals markets ‘nervy’ as prices test key levels – StoneX
- Neutral Sentiment: Interest in tokenized gold remains elevated (crypto flows shift), which could broaden demand channels for gold exposure over time. Tokenized gold shines even as crypto market cap drops 40% in Q1 – Swyftx
- Negative Sentiment: WSJ and other outlets report rising oil and U.S.-Iran tensions lifting inflation risks — that pushes rate expectations and the dollar, which historically pressure gold and ETFs like IAU. Gold Edges Lower Amid Ongoing Concerns Over Higher Inflation
- Negative Sentiment: Technical breakdowns: multiple analysts note a rising-wedge break and failed moving-average support, signaling near-term downside risk for gold prices (and IAU). Gold (XAU/USD) Price Forecast: Wedge Breakdown Signals Further Weakness
- Negative Sentiment: Strong dollar and rising U.S. yields cited as headwinds that delay Fed cuts and reduce gold’s appeal versus yield-bearing assets. Gold News: Strong Dollar and Oil Spike Pressure Gold Price Outlook
iShares Gold Trust Trading Down 1.0%
iShares Gold Trust 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).
Read More
Want to see what other hedge funds are holding IAU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Gold Trust (NYSEARCA:IAU – Free Report).
Receive News & Ratings for iShares Gold Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Gold Trust and related companies with MarketBeat.com's FREE daily email newsletter.
