Asempa Wealth Advisors Takes Position in iShares Gold Trust $IAU

Asempa Wealth Advisors acquired a new position in shares of iShares Gold Trust (NYSEARCA:IAU) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 17,372 shares of the exchange traded fund’s stock, valued at approximately $1,410,000. iShares Gold Trust makes up 1.2% of Asempa Wealth Advisors’ investment portfolio, making the stock its 25th biggest holding.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC acquired a new position in iShares Gold Trust in the fourth quarter valued at $1,864,000. Bison Wealth LLC boosted its stake in 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 buying an additional 7,379 shares during the last quarter. AQR Capital Management LLC boosted its stake in 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 buying an additional 8,609 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in iShares Gold Trust by 67.5% in the 2nd quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock valued at $680,947,000 after buying an additional 4,398,605 shares during the period. Finally, AlphaCore Capital LLC grew its holdings in iShares Gold Trust by 47.1% in the 2nd quarter. AlphaCore Capital LLC now owns 28,568 shares of the exchange traded fund’s stock valued at $1,782,000 after buying an additional 9,145 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

IAU opened at $84.70 on Monday. iShares Gold Trust has a 1 year low of $55.78 and a 1 year high of $104.40. The company’s 50 day simple moving average is $93.65 and its 200 day simple moving average is $82.79. The stock has a market capitalization of $71.52 billion, a PE ratio of 5.53 and a beta of 0.09.

iShares Gold Trust News Roundup

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

• Positive Sentiment: Geopolitical safe-haven bids are intermittently supporting gold amid Middle East tensions, providing short-lived demand that could limit losses for IAU. Gold (XAUUSD) & Silver Price Forecast: XAU Reversal vs. XAG Slump – Trend Shift Ahead?
• Positive Sentiment: Structural demand stories (tokenization and institutional infrastructure) support longer-term upside for gold-backed products like IAU. World Gold Council building shared infrastructure to support $5 billion tokenized gold market
• Neutral Sentiment: U.S. policy moves to diversify precious-metals vault networks could change logistics/custody dynamics for ETFs but are unlikely to immediately move prices. Proposed U.S. federal legislation looks to diversify precious metals vault network
• Neutral Sentiment: Strong retail/household demand in markets like India (gold loans, household holdings) underpins long-term physical demand but doesn’t offset short-term financial-market flows. Inside India newsletter: Gold loans are thriving in India — and attracting global investors
• Negative Sentiment: Gold posted its largest weekly drop in years as inflation expectations and dimmed rate-cut hopes pressured prices—key driver of IAU weakness. Gold sees biggest weekly loss in six years, faces more downside as inflation threat sidelines central banks
• Negative Sentiment: Rising U.S. Treasury yields and firmer dollar (partly oil‑driven) have been cited repeatedly as the proximate cause of the sell-off, reducing gold’s appeal and pressuring IAU. Gold Edges Lower on Inflation Concerns, Dimmed Fed Rate-Cut Hopes
• Negative Sentiment: Technical breaks near key support levels raise the risk of a deeper correction; technical analysts warn a breakdown could push prices toward lower targets, increasing downside risk for IAU. Gold (XAU/USD) Price Forecast: Support Breakdown Risks Deeper Correction
• Negative Sentiment: Market-wide liquidation erased trillions from precious‑metals market value this week and miners/related ETFs have slid, reflecting flow-through to gold ETFs like IAU. $3 Trillion Sell-Off In Gold And Silver Signals A Retracement Ahead Of Next Bull Run
• Negative Sentiment: Gold pulled back from recent record highs (back below the $5,000/oz peak), highlighting profit-taking and mean-reversion risk for IAU holders. Gold Back Under $5,000 – Is This the Best ETF to Buy for Its Next Run Higher?

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).