Buttonwood Financial Group LLC lowered its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 24.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 104,759 shares of the exchange traded fund’s stock after selling 34,798 shares during the period. iShares Gold Trust comprises about 4.7% of Buttonwood Financial Group LLC’s portfolio, making the stock its 6th largest holding. Buttonwood Financial Group LLC’s holdings in iShares Gold Trust were worth $8,893,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IAU. Butensky & Cohen Financial Security Inc. acquired a new stake in shares of iShares Gold Trust in the fourth quarter valued at about $1,132,000. BostonPremier Wealth LLC boosted its position in iShares Gold Trust by 59.8% during the fourth quarter. BostonPremier Wealth LLC now owns 6,470 shares of the exchange traded fund’s stock valued at $525,000 after purchasing an additional 2,421 shares during the last quarter. Mayflower Financial Advisors LLC boosted its position in iShares Gold Trust by 3.3% during the fourth quarter. Mayflower Financial Advisors LLC now owns 23,099 shares of the exchange traded fund’s stock valued at $1,875,000 after purchasing an additional 742 shares during the last quarter. Well Done LLC grew its stake in iShares Gold Trust by 4.9% in the fourth quarter. Well Done LLC now owns 165,718 shares of the exchange traded fund’s stock valued at $13,451,000 after purchasing an additional 7,727 shares in the last quarter. Finally, Compton Wealth Advisory Group LLC grew its stake in iShares Gold Trust by 6.0% in the fourth quarter. Compton Wealth Advisory Group LLC now owns 5,102 shares of the exchange traded fund’s stock valued at $414,000 after purchasing an additional 288 shares in the last quarter. 59.67% of the stock is currently owned by institutional investors and hedge funds.
iShares Gold Trust News Roundup
Here are the key news stories impacting iShares Gold Trust this week:
- Positive Sentiment: Major bank bullish view: Wells Fargo still projects a materially higher year‑end gold price, which supports long‑term demand expectations for bullion and ETFs like IAU. Gold struggles amid geopolitical tensions, but Wells Fargo still sees $6,200/oz by year-end
- Positive Sentiment: Swiss banking group reiterates gold’s role as a store of value despite volatility, a supportive narrative for long‑term ETF inflows. Swiss Bankers Association says gold’s importance as a store of value is only increasing despite its recent price volatility
- Neutral Sentiment: Macro data mixed: a rise in U.S. weekly jobless claims was noted but has not offset the dominant yield/dollar moves—this keeps direction uncertain until rate expectations settle. Spot gold trades at $4,436/oz after U.S. weekly jobless claims rise to 210k
- Negative Sentiment: Coordinated hawkish shift from the Fed, ECB, BOE and BOJ lifted yields and revived “higher‑for‑longer” rate fears — a key headwind for gold and IAU. The Fed Meeting Changed Everything
- Negative Sentiment: Stronger USDX and rising bond yields produced solid losses in gold this morning, pressuring bullion‑tracking ETFs. Solid losses for gold, silver on firmer USDX, rising bond yields
- Negative Sentiment: Turkey sold roughly 58.4 tonnes of gold in two weeks, adding central‑bank related supply into markets — a tangible near‑term bearish factor for prices. Turkey taps its gold reserves, sells 58.4 tonnes of gold in two weeks
- Negative Sentiment: Geopolitical developments have so far failed to sustain safe‑haven flows into gold; fading ceasefire hopes and volatility swings are creating selloffs rather than persistent bids. Gold, Silver Tumble Again. One Thing Is Wreaking Havoc on Precious Metals.
iShares Gold Trust Stock Down 3.7%
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).
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