Global Retirement Partners LLC Raises Stake in iShares Gold Trust $IAU

Global Retirement Partners LLC boosted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 54.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 137,928 shares of the exchange traded fund’s stock after purchasing an additional 48,797 shares during the period. Global Retirement Partners LLC’s holdings in iShares Gold Trust were worth $11,196,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Schmidt P J Investment Management Inc. grew its position in iShares Gold Trust by 1.1% during the 4th quarter. Schmidt P J Investment Management Inc. now owns 9,362 shares of the exchange traded fund’s stock worth $760,000 after purchasing an additional 106 shares during the last quarter. Foster Group Inc. boosted its holdings in shares of iShares Gold Trust by 2.4% in the fourth quarter. Foster Group Inc. now owns 5,126 shares of the exchange traded fund’s stock valued at $416,000 after acquiring an additional 120 shares in the last quarter. Two West Capital Advisors LLC boosted its holdings in shares of iShares Gold Trust by 1.9% in the fourth quarter. Two West Capital Advisors LLC now owns 7,035 shares of the exchange traded fund’s stock valued at $571,000 after acquiring an additional 132 shares in the last quarter. Focused Wealth Management Inc boosted its holdings in shares of iShares Gold Trust by 3.4% in the fourth quarter. Focused Wealth Management Inc now owns 4,063 shares of the exchange traded fund’s stock valued at $330,000 after acquiring an additional 132 shares in the last quarter. Finally, PUREfi Wealth LLC boosted its holdings in shares of iShares Gold Trust by 1.6% in the fourth quarter. PUREfi Wealth LLC now owns 8,861 shares of the exchange traded fund’s stock valued at $719,000 after acquiring an additional 141 shares in the last quarter. 59.67% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Gold and silver recovered when U.S. Treasury yields eased and oil prices pulled back, improving demand for precious metals and supporting a bounce in the gold price. Metals recover as Iran talks cool oil, Fed minutes cap risk – Kitco PM Report
• Positive Sentiment: Another report said gold market sentiment improved as falling yields lifted prices, suggesting lower rates can quickly restore bullish momentum for bullion-backed funds like IAU. Gold News: Gold Market Jumps as Treasury Yields Lose Momentum
• Neutral Sentiment: Analysts continue to argue that central bank buying remains strong and could support gold over the medium term, which is constructive for IAU, but this is more of a longer-range tailwind than a near-term catalyst. Central banks are buying more gold than expected, and purchases will increase further through 2026 – Goldman Sachs
• Neutral Sentiment: Some strategists still see a strong long-term bull case for gold, with forecasts calling for much higher prices later in 2026 and into 2027, which may help investor sentiment but does not resolve the current volatility. Gold’s rally will resume after Iran war, with price reaching $5,400/oz by H1 2027 – Lombard Odier
• Negative Sentiment: Gold has repeatedly slipped below key technical levels, with reports citing breaks under $4,500 and downside risk if support near $4,350 fails, which weighs on IAU near term. Gold price faces downside risk on break of 200-DMA and $4,350 critical support – Societe Generale
• Negative Sentiment: Rising Treasury yields and signs of reduced safe-haven demand from easing U.S.-Iran tensions have pressured gold, which is the main headwind for iShares Gold Trust today. Gold (XAUUSD) & Silver Price Forecast: Gold Breaks $4,466 as Silver Plummets Below $74 — Support or More Pain?

iShares Gold Trust Stock Up 1.4%

Shares of NYSEARCA:IAU opened at $85.53 on Thursday. The company has a market cap of $72.82 billion, a price-to-earnings ratio of 5.53 and a beta of 0.16. The firm’s 50-day simple moving average is $88.56 and its 200-day simple moving average is $86.92. iShares Gold Trust has a fifty-two week low of $61.37 and a fifty-two week high of $104.40.

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).