Leavell Investment Management Inc. Raises Stock Position in iShares Gold Trust $IAU

Leavell Investment Management Inc. lifted its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 19.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 287,171 shares of the exchange traded fund’s stock after acquiring an additional 46,585 shares during the quarter. iShares Gold Trust accounts for about 0.9% of Leavell Investment Management Inc.’s holdings, making the stock its 21st biggest position. Leavell Investment Management Inc.’s holdings in iShares Gold Trust were worth $20,897,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Keener Financial Planning LLC acquired a new position in iShares Gold Trust during the second quarter worth $25,000. MTM Investment Management LLC purchased a new position in shares of iShares Gold Trust in the second quarter valued at $25,000. Private Wealth Management Group LLC raised its stake in shares of iShares Gold Trust by 290.9% during the 2nd quarter. Private Wealth Management Group LLC now owns 430 shares of the exchange traded fund’s stock worth $27,000 after buying an additional 320 shares during the last quarter. Key Financial Inc acquired a new position in shares of iShares Gold Trust during the 2nd quarter worth $28,000. Finally, Mountain Hill Investment Partners Corp. purchased a new stake in shares of iShares Gold Trust in the 3rd quarter worth about $29,000. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Trading Down 0.5%

Shares of NYSEARCA IAU opened at $86.27 on Friday. The company’s 50-day moving average price is $81.04 and its 200 day moving average price is $72.83. iShares Gold Trust has a 52 week low of $50.96 and a 52 week high of $87.43. The stock has a market cap of $72.42 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09.

Key iShares Gold Trust News

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

• Positive Sentiment: Bull trend intact — recent pullbacks have found support at rising moving averages, keeping the technical picture constructive for another upside attempt. Gold (XAU/USD) Price Forecast: Pullback Finds Support as Bull Trend Holds
• Positive Sentiment: Momentum remains supportive — several analyses note gold continuing to push higher over the week driven by central-bank behavior and geopolitics. Gold Price Analysis – Gold Continues to Push Higher for the Week
• Positive Sentiment: Strong ETF demand in key markets — India posted standout 2025 flows and December ETF inflows hit records, supporting physical/ETF demand for bullion. India’s gold market sees standout 2025, December ETF inflows reach all-time
• Neutral Sentiment: Consolidation and trader patience — technicians report sideways action around record highs as market waits for next catalyst; this can preserve gains but increase short-term volatility. Gold Price Analysis – Gold Continues to Consolidate at Highs
• Neutral Sentiment: Intraday levels and active-trader guidance available — useful for short-term entries but not a directional change signal. Gold market analysis for January 16 – key intra-day price entry levels for active traders
• Negative Sentiment: Profit-taking after record highs — analysts note the rally cooled as some participants booked gains, creating short-term downward pressure on bullion-linked ETFs. Gold News: Gold Rally Cools After Record High—Profit-Taking Meets Geopolitics
• Negative Sentiment: Stronger U.S. dollar and easing geopolitical risks have reduced immediate safe-haven demand, pushing prices lower in the short term. Gold (XAUUSD) & Silver Price Forecast: Strong DXY, Iran Calm Push Metals Toward $4,600 and $90 Support
• Negative Sentiment: Technical correction risk — coverage notes possible short-term corrections after the run to record Comex highs, increasing downside risk for holders of bullion ETFs. Gold Declines on Likely Technical Correction, Possible Profit-Taking

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).