Edge Financial Advisors LLC Has $1.43 Million Stake in iShares Gold Trust $IAU

Edge Financial Advisors LLC lifted its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 237.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 19,603 shares of the exchange traded fund’s stock after acquiring an additional 13,792 shares during the quarter. Edge Financial Advisors LLC’s holdings in iShares Gold Trust were worth $1,427,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Citigroup Inc. increased its position in iShares Gold Trust by 809.1% during the 2nd quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock valued at $318,586,000 after buying an additional 4,546,835 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of iShares Gold Trust by 67.5% in the second quarter. JPMorgan Chase & Co. now owns 10,919,614 shares of the exchange traded fund’s stock worth $680,947,000 after purchasing an additional 4,398,605 shares during the period. Prudential Financial Inc. increased its stake in shares of iShares Gold Trust by 2,152.7% in the second quarter. Prudential Financial Inc. now owns 3,494,106 shares of the exchange traded fund’s stock worth $217,892,000 after purchasing an additional 3,339,000 shares in the last quarter. Packer & Co Ltd bought a new stake in shares of iShares Gold Trust during the 3rd quarter valued at $156,463,000. Finally, PFG Advisors lifted its stake in shares of iShares Gold Trust by 4,797.3% during the 2nd quarter. PFG Advisors now owns 1,432,369 shares of the exchange traded fund’s stock valued at $89,323,000 after buying an additional 1,403,121 shares in the last quarter. Institutional investors own 59.67% of the company’s stock.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Safe‑haven buying and technical breakouts pushed gold toward the $5,000/oz milestone, directly supporting IAU’s NAV and ETF flows. Gold News: Fresh All-Time High
• Positive Sentiment: Multiple outlets report record highs and bullish momentum for gold and platinum, reinforcing demand for gold ETFs as portfolio hedges against geopolitical and macro risk. Gold, silver hit new record highs
• Positive Sentiment: Major banks raised long‑term gold targets (e.g., Bank of America and Goldman Sachs), which can stoke investor interest in gold exposure via IAU. Bank of America sees $6,000 gold Goldman Sachs raises 2026 target
• Positive Sentiment: Industry capacity moves (MKS PAMP plans U.S. expansion) and stronger retail demand for jewelry indicate durable physical gold demand, supportive for bullion‑backed ETFs. MKS PAMP US expansion
• Neutral Sentiment: New ETF offerings that mix gold, other metals and crypto signal growing investor appetite for alternatives to fiat — could lift overall demand but also create allocation choices versus pure‑gold ETFs like IAU. Bitwise/Proficio alternative ETF
• Negative Sentiment: Some analysts warn silver’s move to triple digits looks like an interim blow‑off top and could face a sharp 30%–50% correction — a metals market stumble could spill into gold sentiment. Silver blow‑off top warning
• Negative Sentiment: Easing geopolitical tensions (U.S.–Europe) have previously trimmed gold’s safe‑haven bid and remain a tail risk that could reverse recent gains. Gold falls as tensions ease

iShares Gold Trust Stock Performance

Shares of iShares Gold Trust stock opened at $93.79 on Friday. iShares Gold Trust has a fifty-two week low of $51.52 and a fifty-two week high of $93.95. The company has a market capitalization of $79.13 billion, a P/E ratio of 5.53 and a beta of 0.09. The company has a fifty day moving average of $82.31 and a 200 day moving average of $73.79.

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).