VCI Wealth Management LLC Sells 9,742 Shares of iShares Gold Trust $IAU
by Scott Moore · The Cerbat GemVCI Wealth Management LLC decreased its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 2.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 434,609 shares of the exchange traded fund’s stock after selling 9,742 shares during the period. iShares Gold Trust makes up approximately 9.8% of VCI Wealth Management LLC’s portfolio, making the stock its biggest position. VCI Wealth Management LLC’s holdings in iShares Gold Trust were worth $35,277,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also made changes to their positions in the company. Mainstay Capital Management LLC ADV raised its holdings in shares of iShares Gold Trust by 93.3% in the 4th quarter. Mainstay Capital Management LLC ADV now owns 1,453,465 shares of the exchange traded fund’s stock worth $117,978,000 after purchasing an additional 701,697 shares during the period. Summit Wealth Partners LLC grew its holdings in shares of iShares Gold Trust by 20.4% during the 4th quarter. Summit Wealth Partners LLC now owns 6,415 shares of the exchange traded fund’s stock worth $521,000 after purchasing an additional 1,086 shares during the period. 5T Wealth LLC increased its position in iShares Gold Trust by 8.7% during the 4th quarter. 5T Wealth LLC now owns 42,097 shares of the exchange traded fund’s stock worth $3,425,000 after purchasing an additional 3,367 shares in the last quarter. Seeds Investor LLC increased its position in iShares Gold Trust by 6.3% during the 4th quarter. Seeds Investor LLC now owns 127,484 shares of the exchange traded fund’s stock worth $10,348,000 after purchasing an additional 7,517 shares in the last quarter. Finally, First Horizon Corp raised its holdings in iShares Gold Trust by 0.9% in the fourth quarter. First Horizon Corp now owns 25,840 shares of the exchange traded fund’s stock valued at $2,097,000 after buying an additional 235 shares during the period. 59.67% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting iShares Gold Trust
Here are the key news stories impacting iShares Gold Trust this week:
- Positive Sentiment: Technical upside forming — several analysts note bullish momentum building beneath major resistance and say a decisive reclaiming of the 50‑day MA would likely trigger further buying. Gold (XAU/USD) Price Forecast: Bullish Momentum Builds Beneath Major Resistance
- Positive Sentiment: Geopolitical dynamics support safe‑haven demand — recent positive turns around the Strait of Hormuz and continued Middle East headlines have encouraged buyers, keeping a bullish structure intact. Gold Weekly Price Analysis – Gold Continues to See Buyers
- Neutral Sentiment: Diplomacy and USD moves are creating mixed flows — talks between the U.S. and Iran are reducing some dollar haven bids at times, which can support gold; but evolving headlines keep direction uncertain ahead of key U.S. data (retail sales, PMI). Gold eyes key U.S. data as markets brace for retail sales, PMI, and sentiment signals
- Neutral Sentiment: Consolidation and technical trading dominate — multiple market reports describe mild gains and range‑bound action with traders watching intra‑day entry levels rather than fresh fundamental flows. Mild price gains for gold, silver as volatility wanes
- Negative Sentiment: Rate expectations temper upside — a decline in rate‑cut odds and a firmer dollar at times has taken steam out of the rally, reducing inflation pressure and capping gold’s gains. Gold News: Gold Rally Loses Steam as Rate Cut Odds Fall to 27%
- Negative Sentiment: Safe‑haven appeal showing signs of weakness in some data — surveys like the Philly Fed jump have pressured the narrative that gold is the preferred hedge right now, which could limit further inflows into IAU if risk appetite steadies. Gold’s safe-haven appeal weakening as Philly Fed Survey jumps in April
iShares Gold Trust Price Performance
IAU stock traded up $1.18 during midday trading on Friday, reaching $91.34. 4,083,002 shares of the company’s stock traded hands, compared to its average volume of 15,423,073. iShares Gold Trust has a fifty-two week low of $59.71 and a fifty-two week high of $104.40. The business has a 50-day moving average price of $92.11 and a two-hundred day moving average price of $85.23. The company has a market capitalization of $77.76 billion, a P/E ratio of 5.53 and a beta of 0.20.
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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