Waverly Advisors LLC Purchases 16,565 Shares of iShares Gold Trust $IAU

Waverly Advisors LLC boosted its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 17.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 109,260 shares of the exchange traded fund’s stock after purchasing an additional 16,565 shares during the quarter. Waverly Advisors LLC’s holdings in iShares Gold Trust were worth $9,632,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Cannell & Spears LLC raised its holdings in iShares Gold Trust by 6.6% in the 1st quarter. Cannell & Spears LLC now owns 3,210 shares of the exchange traded fund’s stock worth $273,000 after acquiring an additional 200 shares during the last quarter. Dai ichi Life International Holdings LLC purchased a new stake in iShares Gold Trust during the 1st quarter valued at $355,000. Renaissance Technologies LLC boosted its stake in iShares Gold Trust by 466.1% during the 1st quarter. Renaissance Technologies LLC now owns 123,968 shares of the exchange traded fund’s stock valued at $10,929,000 after purchasing an additional 102,068 shares during the last quarter. Hilltop Holdings Inc. increased its holdings in shares of iShares Gold Trust by 13.7% in the 1st quarter. Hilltop Holdings Inc. now owns 50,998 shares of the exchange traded fund’s stock worth $4,496,000 after purchasing an additional 6,135 shares in the last quarter. Finally, Public Employees Retirement System of Ohio increased its holdings in shares of iShares Gold Trust by 109.1% in the 1st quarter. Public Employees Retirement System of Ohio now owns 1,017,800 shares of the exchange traded fund’s stock worth $89,729,000 after purchasing an additional 531,100 shares in the last quarter. 59.67% of the stock is currently owned by institutional investors.

iShares Gold Trust Price Performance

IAU stock opened at $76.78 on Tuesday. The stock has a market capitalization of $63.41 billion, a P/E ratio of 5.53 and a beta of 0.18. iShares Gold Trust has a 1-year low of $61.60 and a 1-year high of $104.40. The business has a fifty day moving average price of $79.37 and a 200-day moving average price of $86.80.

More iShares Gold Trust News

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

• Positive Sentiment: Crude oil prices declined after a U.S.-Iran pause in fighting, easing near-term inflation concerns and pushing bond yields and the dollar lower—conditions that generally support gold and IAU. Gold continues to hold $4,000 as U.S.-Iran pause pressures crude oil
• Positive Sentiment: Longer-term demand remains constructive, with central-bank purchases, ETF inflows and rising Asian demand providing support. BMO said China’s gold holdings could surpass U.S. holdings within five years, strengthening the strategic demand outlook for gold. China’s gold stockpile could surpass U.S. holdings
• Positive Sentiment: Analysts at State Street argued that the next major $1,000 move in gold is more likely to be higher if Federal Reserve hawkishness has peaked, offering a potential upside catalyst for IAU once monetary-policy uncertainty clears. Gold’s next $1,000 move is likely higher
• Neutral Sentiment: Gold is consolidating around $4,000 as investors await the Fed’s guidance. The decision and forthcoming PCE inflation report could determine whether precious metals break higher or remain range-bound. Gold and Silver Price Forecast
• Negative Sentiment: Gold has struggled to sustain moves above $4,100, with lackluster Western demand and expectations for restrictive U.S. interest rates limiting safe-haven buying. A stronger dollar, higher yields or a hawkish Fed tone could pressure IAU. Gold remains stuck below $4,100

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).