iShares Gold Trust $IAU Shares Sold by Stratos Wealth Partners LTD.
by Doug Wharley · The Cerbat GemStratos Wealth Partners LTD. cut its stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 381,987 shares of the exchange traded fund’s stock after selling 17,954 shares during the period. Stratos Wealth Partners LTD.’s holdings in iShares Gold Trust were worth $31,006,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Bank of America Corp DE lifted its holdings in shares of iShares Gold Trust by 1.5% in the 3rd quarter. Bank of America Corp DE now owns 30,799,504 shares of the exchange traded fund’s stock valued at $2,241,280,000 after purchasing an additional 456,140 shares during the last quarter. Envestnet Asset Management Inc. increased its position in iShares Gold Trust by 47.7% during the third quarter. Envestnet Asset Management Inc. now owns 20,520,705 shares of the exchange traded fund’s stock worth $1,493,292,000 after buying an additional 6,623,876 shares during the period. JPMorgan Chase & Co. lifted its stake in iShares Gold Trust by 20.6% in the third quarter. JPMorgan Chase & Co. now owns 13,165,231 shares of the exchange traded fund’s stock valued at $958,034,000 after buying an additional 2,245,617 shares during the last quarter. UBS Group AG grew its position in shares of iShares Gold Trust by 6.5% during the third quarter. UBS Group AG now owns 9,148,055 shares of the exchange traded fund’s stock worth $665,704,000 after acquiring an additional 561,489 shares during the last quarter. Finally, WealthNavi Inc. increased its holdings in shares of iShares Gold Trust by 8.5% in the 3rd quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock valued at $518,890,000 after acquiring an additional 559,413 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.
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
iShares Gold Trust Price Performance
NYSEARCA IAU opened at $87.94 on Friday. The business has a 50 day moving average price of $93.06 and a 200 day moving average price of $83.79. The company has a market capitalization of $74.87 billion, a P/E ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 1-year low of $55.78 and a 1-year high of $104.40.
iShares Gold Trust 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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