Swmg LLC Grows Position in iShares Gold Trust $IAU

Swmg LLC grew its position in iShares Gold Trust (NYSEARCA:IAU) by 51.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,425 shares of the exchange traded fund’s stock after purchasing an additional 8,674 shares during the period. iShares Gold Trust makes up approximately 0.6% of Swmg LLC’s holdings, making the stock its 24th largest holding. Swmg LLC’s holdings in iShares Gold Trust were worth $1,972,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Arkansas Financial Group Inc. raised its holdings in iShares Gold Trust by 45.5% in the third quarter. Arkansas Financial Group Inc. now owns 33,159 shares of the exchange traded fund’s stock valued at $2,428,000 after buying an additional 10,370 shares during the period. Associated Banc Corp acquired a new stake in shares of iShares Gold Trust in the third quarter worth $200,000. Sachetta LLC raised its stake in shares of iShares Gold Trust by 178.5% in the 3rd quarter. Sachetta LLC now owns 43,379 shares of the exchange traded fund’s stock valued at $3,157,000 after acquiring an additional 27,801 shares during the period. ORG Partners LLC lifted its holdings in shares of iShares Gold Trust by 2.0% during the 3rd quarter. ORG Partners LLC now owns 8,763 shares of the exchange traded fund’s stock valued at $653,000 after acquiring an additional 174 shares in the last quarter. Finally, Acorn Financial Advisory Services Inc. ADV boosted its position in iShares Gold Trust by 18.9% during the 3rd quarter. Acorn Financial Advisory Services Inc. ADV now owns 450,443 shares of the exchange traded fund’s stock worth $32,779,000 after purchasing an additional 71,599 shares during the period. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust News Summary

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

• Positive Sentiment: Multiple reports show gold breaking and trading above the $4,500/oz level, reinforcing bullish momentum and supporting higher flows into physical-backed ETFs like IAU. Gold breaks $4,500 as a cooling labor market strengthens bull case
• Positive Sentiment: Weaker-than-expected U.S. payrolls (50k vs. 65k) and softer housing starts boosted safe-haven demand, prompting buyers on dips — a direct bullish catalyst for gold-backed ETFs. Gold Price Outlook – Gold Continues to See Buyers After NFP
• Positive Sentiment: Spot gold spiked after U.S. housing starts declined, another piece of data that undercut growth expectations and supported the bullion rally. Spot gold shoots to $4,490/oz after U.S. housing starts fall
• Positive Sentiment: Analysts and strategists remain bullish on medium-term upside (HSBC sees a possible $5,050/oz in H1 2026), which can attract longer-term ETF inflows. Gold price could reach $5,050/oz in H1 2026, but H2 correction could be deeper – HSBC
• Neutral Sentiment: Technical analysts note consolidation above key moving averages and triangle setups — bullish if broken higher, but this keeps price action range-bound until a decisive breakout. Gold (XAU/USD) Price Forecast: Bull Trend Holds Above Key Averages
• Neutral Sentiment: Precious-metals commentary shows strong interest in commodities broadly (silver/platinum rallies and buy-the-dip flows), which can support IAU indirectly but also shift flows between metals. Gold (XAUUSD), Silver, Platinum Forecasts – Silver Soars As Traders Buy The Dip
• Negative Sentiment: Index rebalancing this week could force roughly $6.8B of futures liquidation, creating short-term downside risk and volatility for gold prices and IAU flows. Gold (XAUUSD) Price Forecast: Gold Price Set for Pullback as $6.8B Rebalancing Begins Jan 9

iShares Gold Trust Trading Up 0.7%

Shares of NYSEARCA IAU opened at $84.89 on Friday. The stock has a fifty day moving average price of $79.88 and a 200 day moving average price of $72.06. iShares Gold Trust has a 12-month low of $50.14 and a 12-month high of $85.68. The company has a market cap of $71.29 billion, a P/E ratio of 5.53 and a beta of 0.09.

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).