BCGM Wealth Management LLC Acquires 18,524 Shares of iShares Gold Trust $IAU

BCGM Wealth Management LLC increased its holdings in iShares Gold Trust (NYSEARCA:IAU) by 34.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 71,651 shares of the exchange traded fund’s stock after purchasing an additional 18,524 shares during the period. iShares Gold Trust makes up 1.4% of BCGM Wealth Management LLC’s portfolio, making the stock its 19th biggest position. BCGM Wealth Management LLC’s holdings in iShares Gold Trust were worth $5,214,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in IAU. Brighton Jones LLC bought a new position in shares of iShares Gold Trust during the 4th quarter worth approximately $1,864,000. Bison Wealth LLC raised its stake in iShares Gold Trust by 78.5% during 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 lifted its holdings in shares of iShares Gold Trust by 47.0% during the first quarter. AQR Capital Management LLC now owns 26,936 shares of the exchange traded fund’s stock valued at $1,588,000 after acquiring an additional 8,609 shares during the period. Wealthfront Advisers LLC acquired a new stake in shares of iShares Gold Trust in the 2nd quarter valued at $360,000. Finally, Kovack Advisors Inc. grew its holdings in shares of iShares Gold Trust by 6.4% in the 2nd quarter. Kovack Advisors Inc. now owns 7,459 shares of the exchange traded fund’s stock worth $465,000 after purchasing an additional 450 shares during the last quarter. 59.67% of the stock is owned by institutional investors and hedge funds.

iShares Gold Trust Stock Up 1.3%

Shares of iShares Gold Trust stock opened at $99.07 on Monday. iShares Gold Trust has a 12-month low of $53.44 and a 12-month high of $104.40. The stock has a market capitalization of $83.65 billion, a P/E ratio of 5.53 and a beta of 0.09. The company has a 50-day simple moving average of $90.29 and a 200 day simple moving average of $79.56.

iShares Gold Trust News Summary

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

• Positive Sentiment: Sprott’s Paul Wong argues a structural shift toward a new global monetary reserve system (“Bretton Woods III”), positioning gold as a core reserve asset — a narrative that supports long‑term demand for gold and gold ETFs like IAU. ‘As the world breaks up, you’re going to need a monetary reserve system’ – Sprott’s Paul Wong on why Bretton Woods III is inevitable and gold stands alone
• Positive Sentiment: Kitco reports gold has rebounded above the $5,200 area and finished February at fresh records — immediate price momentum that typically lifts IAU flows and sentiment. Gold prices push back above $5,200; sees solid rebound in February to end month with another record
• Positive Sentiment: Multiple FXEmpire forecasts highlight sustained bullish momentum, with technicians pushing targets materially higher (one note saying a prior $8,000 target may have been conservative) — reinforces investor conviction in continued upside for gold and IAU. Gold Price Forecast – Our $8,000 Target Was Likely Too Conservative
• Positive Sentiment: Analysts and strategists (including Bank of America coverage) say gold’s bull market remains mid‑cycle with paths to much higher levels (e.g., $6,000+), supporting allocation to gold ETFs if risk‑off drivers persist. Despite consolidating below $5,200, gold still has a path to $6,000, says Bank of America
• Neutral Sentiment: Intraday technical notes and market commentary show gold trading in tight ranges at times (consolidation around recent highs) — suggests short‑term chop even while trend stays constructive. Gold Price Analysis – Gold Continues to See Tight Range
• Neutral Sentiment: Broader media coverage (e.g., WSJ features) increases visibility for gold but doesn’t directly alter supply/demand — can support flows through investor attention. Warren Buffett and the Giant Gold Cube
• Negative Sentiment: Several reports note profit‑taking and short‑term pressure (silver leading some pullbacks), and hawkish Fed risks or a stronger USD could cap upside — these are the main near‑term risks for IAU if risk sentiment flips. Profit-taking price pressure on gold, silver

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).