Diversify Advisory Services LLC Increases Stock Position in iShares Gold Trust $IAU

Diversify Advisory Services LLC raised its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 6.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 109,887 shares of the exchange traded fund’s stock after purchasing an additional 6,599 shares during the period. Diversify Advisory Services LLC’s holdings in iShares Gold Trust were worth $8,301,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in IAU. Envestnet Asset Management Inc. grew its holdings in iShares Gold Trust by 47.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 20,520,705 shares of the exchange traded fund’s stock valued at $1,493,292,000 after buying an additional 6,623,876 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in shares of iShares Gold Trust by 20.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 13,165,231 shares of the exchange traded fund’s stock worth $958,034,000 after acquiring an additional 2,245,617 shares in the last quarter. WealthNavi Inc. boosted its position in shares of iShares Gold Trust by 8.5% during the 3rd quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock valued at $518,890,000 after acquiring an additional 559,413 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in shares of iShares Gold Trust by 2.3% in the second quarter. Ameriprise Financial Inc. now owns 6,616,480 shares of the exchange traded fund’s stock valued at $412,563,000 after purchasing an additional 148,881 shares in the last quarter. Finally, Truist Financial Corp increased its position in iShares Gold Trust by 5.9% in the third quarter. Truist Financial Corp now owns 5,814,190 shares of the exchange traded fund’s stock worth $423,099,000 after purchasing an additional 323,755 shares during the last quarter. 59.67% of the stock is owned by institutional investors.

iShares Gold Trust News Roundup

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

• Positive Sentiment: Weak U.S. payrolls and other downbeat economic data have boosted safe‑haven demand for gold, supporting flows into gold ETFs such as IAU. Read More.
• Positive Sentiment: Missed Non‑Farm Payrolls and weaker retail figures prompted short‑term rebounds in bullion, which tends to raise demand for physically backed ETFs. Read More.
• Neutral Sentiment: Geopolitical tensions (U.S.–Iran conflict) are keeping volatility elevated for gold — that can support intermittent safe‑haven flows but has delivered uneven impulses, so the net effect on IAU is mixed. Read More.
• Negative Sentiment: Multiple technical reports flag bearish wedge breakouts and measured‑move downside targets — technical pressure could trigger short‑term selling in IAU if key support levels fail. Read More.
• Negative Sentiment: Rising oil prices are reviving inflation fears but are also lifting real yields and sustaining a stronger dollar narrative that reduces near‑term gold appeal—this combination can cap upside for IAU until Fed rate‑cut expectations normalize. Read More.
• Negative Sentiment: Reports that a large sovereign buyer may sell gold to fund defense spending introduce potential supply pressure that could weigh on the market and on gold ETFs if realized. Read More.

iShares Gold Trust Stock Up 1.5%

iShares Gold Trust stock opened at $96.98 on Monday. iShares Gold Trust has a 52-week low of $54.34 and a 52-week high of $104.40. The firm’s fifty day moving average is $91.55 and its 200 day moving average is $80.77. The company has a market cap of $81.89 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09.

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).