Centerline Wealth Advisors LLC Has $4.95 Million Stock Holdings in iShares Gold Trust $IAU

Centerline Wealth Advisors LLC grew its holdings in iShares Gold Trust (NYSEARCA:IAU) by 62.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 61,032 shares of the exchange traded fund’s stock after acquiring an additional 23,358 shares during the period. iShares Gold Trust accounts for approximately 1.8% of Centerline Wealth Advisors LLC’s holdings, making the stock its 18th largest position. Centerline Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $4,954,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Envestnet Asset Management Inc. raised its holdings in shares of 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 purchasing an additional 6,623,876 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in iShares Gold Trust by 67.5% in the second quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock worth $680,947,000 after purchasing an additional 4,398,605 shares in the last quarter. Prudential Financial Inc. increased its position in iShares Gold Trust by 2,152.7% during the second quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock worth $217,892,000 after buying an additional 3,339,000 shares during the last quarter. CIBC Bancorp USA Inc. acquired a new position in iShares Gold Trust during the third quarter worth $193,639,000. Finally, Packer & Co Ltd bought a new position in iShares Gold Trust during the third quarter valued at about $156,463,000. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

Shares of NYSEARCA:IAU opened at $84.70 on Monday. iShares Gold Trust has a fifty-two week low of $55.78 and a fifty-two week high of $104.40. The business has a 50-day moving average of $93.65 and a two-hundred day moving average of $82.79. The stock has a market capitalization of $71.52 billion, a P/E ratio of 5.53 and a beta of 0.09.

More iShares Gold Trust News

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).