C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Acquires 33,790 Shares of iShares Gold Trust $IAU

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 21.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 188,643 shares of the exchange traded fund’s stock after buying an additional 33,790 shares during the period. iShares Gold Trust accounts for 0.9% of C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors’ portfolio, making the stock its 27th biggest position. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors’ holdings in iShares Gold Trust were worth $15,312,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IAU. Envestnet Asset Management Inc. increased its position 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 purchasing an additional 6,623,876 shares during the period. CIBC Bancorp USA Inc. purchased a new stake in shares of iShares Gold Trust in the 3rd quarter worth about $193,639,000. JPMorgan Chase & Co. boosted its stake 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 valued at $958,034,000 after purchasing an additional 2,245,617 shares in the last quarter. Packer & Co Ltd bought a new stake in shares of iShares Gold Trust during the 3rd quarter valued at about $156,463,000. Finally, Mizuho Bank Ltd. purchased a new position in shares of iShares Gold Trust during the third quarter valued at about $120,798,000. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

IAU stock opened at $87.94 on Friday. iShares Gold Trust has a 1 year low of $55.78 and a 1 year high of $104.40. The firm has a 50-day moving average of $93.06 and a 200 day moving average of $83.79. The company has a market cap of $74.87 billion, a P/E ratio of 5.53 and a beta of 0.09.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Technical rebound: gold reclaimed its 50‑day moving average, a key technical trigger that often draws momentum buyers and supports bullion‑backed ETFs like IAU. Gold (XAUUSD) & Silver Price Forecast
• Positive Sentiment: Weekly recovery narrative: analysts note gold “fighting back” this week, which can sustain inflows into IAU if momentum continues. Gold Weekly Price Analysis – Gold Continues to Fight Back
• Positive Sentiment: Structural support: central banks remain net buyers of physical gold, a durable demand source that underpins ETFs over the medium term. Central banks remain net gold buyers
• Neutral Sentiment: Strategist views: large banks (e.g., UBS, HSBC) are bullish on gold over the medium/long term, which supports investor conviction but may not drive immediate flows. Gold set for new highs as Middle East conflict reshapes precious metals outlook
• Neutral Sentiment: Market caution ahead of macro data: several pieces note traders positioning ahead of NFP and other data, which can produce choppy, low‑volume moves in IAU. Gold and Silver Technical Analysis
• Negative Sentiment: ETF outflows: reports show GLD and IAU experienced large monthly outflows as investors took profits after the rally — direct negative pressure on IAU’s asset base and price. GLD, IAU see massive monthly outflows
• Negative Sentiment: Macro headwinds: a stronger US dollar and rising US Treasury yields are repeatedly cited as pressuring gold, which tends to weigh on IAU until yields abate. Gold, silver solidly down amid USDX gains
• Negative Sentiment: Profit‑taking and talk of a longer Iran conflict created intraday selling and technical breakdowns in some reads, adding short-term downside risk for bullion ETFs. Gold retreats as traders prepare for a long war in Iran

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).