iShares Gold Trust $IAU Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC lowered its holdings in iShares Gold Trust (NYSEARCA:IAU) by 10.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 68,933 shares of the exchange traded fund’s stock after selling 7,935 shares during the period. Simplicity Wealth LLC’s holdings in iShares Gold Trust were worth $5,016,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Ehrlich Financial Group increased its position in shares of iShares Gold Trust by 15.3% during the third quarter. Ehrlich Financial Group now owns 44,884 shares of the exchange traded fund’s stock worth $3,266,000 after purchasing an additional 5,943 shares in the last quarter. Bay Harbor Wealth Management LLC grew its holdings in shares of iShares Gold Trust by 63.6% during the third quarter. Bay Harbor Wealth Management LLC now owns 55,530 shares of the exchange traded fund’s stock worth $4,041,000 after buying an additional 21,596 shares in the last quarter. Bryn Mawr Trust Advisors LLC boosted its stake in iShares Gold Trust by 79.9% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 51,910 shares of the exchange traded fund’s stock worth $3,237,000 after buying an additional 23,054 shares during the last quarter. First Horizon Corp acquired a new stake in iShares Gold Trust during the third quarter worth about $1,863,000. Finally, Strategic Blueprint LLC increased its holdings in iShares Gold Trust by 30.2% in the 3rd quarter. Strategic Blueprint LLC now owns 136,931 shares of the exchange traded fund’s stock valued at $9,964,000 after purchasing an additional 31,746 shares in the last quarter. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

Shares of IAU opened at $90.87 on Thursday. The company has a market capitalization of $76.38 billion, a P/E ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a one year low of $51.52 and a one year high of $91.74. The stock has a 50-day moving average price of $81.69 and a 200 day moving average price of $73.45.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Geopolitical risk (U.S.-Europe tensions over Greenland and tariff threats) pushed gold to new highs, driving safe‑haven demand that supports IAU. Gold breaks new record on Greenland tariff threats, with forecast of $7,000 on the cards
• Positive Sentiment: Analysts and asset managers point to rising institutional demand and ETF inflows as a structural tailwind for gold prices — supportive for IAU’s medium‑term outlook. Gold’s next surge will be driven by institutional demand – Sprott’s Ryan McIntyre
• Positive Sentiment: Industry commentary notes record ETF activity and continued inflows into gold products after 2025’s strong performance, a direct positive for IAU’s assets and liquidity. Gold ETF Still Breaking Records After Capping Best Year Ever
• Neutral Sentiment: Technical analysts flag that gold has hit key resistance and may pause or consolidate near Fibonacci levels; traders are watching for either continuation above resistance or a healthy pullback. Gold (XAU/USD) Price Forecast: Rally Stalls Near Key Resistance Zone
• Negative Sentiment: Reports that tensions eased at times sparked short‑term profit‑taking and a dip in gold’s safe‑haven bid, which can pull IAU down if de‑escalation continues. Gold Falls Amid Easing U.S.-Europe Tensions Over Greenland
• Negative Sentiment: Some price forecasts and intraday commentary warn of short‑term softening on ‘peace hopes’ or technical pullbacks, creating volatility risk for IAU holders. Gold (XAUUSD) & Silver Price Forecast: Gold Softens on Peace Hopes – Is the Uptrend at Risk?

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).