White Lighthouse Investment Management Inc. Has $15.69 Million Stake in iShares Gold Trust $IAU

White Lighthouse Investment Management Inc. boosted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 2.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 215,646 shares of the exchange traded fund’s stock after buying an additional 6,123 shares during the period. iShares Gold Trust makes up about 2.4% of White Lighthouse Investment Management Inc.’s portfolio, making the stock its 10th largest position. White Lighthouse Investment Management Inc.’s holdings in iShares Gold Trust were worth $15,693,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Envestnet Asset Management Inc. increased its position in shares of 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 acquiring an additional 6,623,876 shares in the last quarter. Citigroup Inc. lifted its position in iShares Gold Trust by 809.1% in the 2nd quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock valued at $318,586,000 after acquiring an additional 4,546,835 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in iShares Gold Trust by 67.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock valued at $680,947,000 after purchasing an additional 4,398,605 shares during the last quarter. Prudential Financial Inc. increased its holdings in iShares Gold Trust by 2,152.7% during the 2nd quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock worth $217,892,000 after purchasing an additional 3,339,000 shares in the last quarter. Finally, Packer & Co Ltd purchased a new stake in shares of iShares Gold Trust in the third quarter worth approximately $156,463,000. 59.67% of the stock is owned by institutional investors.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Persistent Middle East risk continues to offer safe‑haven support for gold, helping underpin ETF flows and giving IAU a floor despite volatility. Gold (XAUUSD) & Silver Price Forecast: Middle East Risk Lifts Metals—$5,330 Next?
• Positive Sentiment: Macro credit concerns — cracks in private credit — are cited as a downside risk to the economy that could boost safe‑haven demand and support higher gold (positive for IAU over longer horizons). Private credit risks could trigger prolonged economic downturn, supports higher gold price – Unicus Research
• Positive Sentiment: Growing demand for digital bullion (Tether Gold) and large crypto positions/realizations point to continued investor interest in gold exposure, which can lift demand for physical‑backed products like IAU. Antalpha moves to take $100 million profit on massive Tether Gold bet as demand for digital bullion continues to rise
• Neutral Sentiment: Gold has been consolidating above key technical levels ahead of U.S. CPI prints — markets are rangebound while awaiting macro data that could swing sentiment either way. Gold (XAUUSD) Consolidates Above $5,000 Ahead of CPI as Middle East Tensions Drive Market
• Neutral Sentiment: Some strategists say the geopolitical premium is largely priced in; Fed independence and rate expectations will be the next key drivers rather than fresh geopolitical headlines. Gold’s geopolitical premium is largely priced in, but watch Fed independence – StoneX’s O’Connell
• Negative Sentiment: Several outlets note gold has not produced a strong rally despite the Iran conflict; resurgent inflation fears and positioning changes have muted the typical haven response, which weighs on IAU. Why gold hasn’t moved since the Iran conflict — and where it could go next
• Negative Sentiment: Rising oil prices have lifted inflation expectations and Treasury yields, which is a headwind for gold; higher real yields tend to pressure gold and ETFs like IAU. Gold Falls as Rising Oil Prices Spur Inflation Worries
• Negative Sentiment: Technical setups and profit‑taking (bearish flags, wedge breakdowns, firmer USD) are prompting traders to sell into rallies, increasing short‑term downside risk for gold and IAU. Gold (XAU/USD) Price Forecast: Bearish Flag May Trigger Second Leg Down

iShares Gold Trust Stock Down 0.3%

Shares of NYSEARCA:IAU opened at $97.55 on Thursday. The business’s 50 day moving average is $92.50 and its 200 day moving average is $81.36. iShares Gold Trust has a 12-month low of $54.90 and a 12-month high of $104.40. The stock has a market cap of $82.37 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09.

iShares Gold Trust Company Profile

(Free Report)

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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