Waterloo Capital L.P. Has $6.36 Million Stake in iShares Gold Trust $IAU

Waterloo Capital L.P. increased its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 22.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 87,408 shares of the exchange traded fund’s stock after purchasing an additional 15,974 shares during the quarter. Waterloo Capital L.P.’s holdings in iShares Gold Trust were worth $6,361,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of IAU. MTM Investment Management LLC purchased a new stake in shares of iShares Gold Trust during the second quarter worth $25,000. Mountain Hill Investment Partners Corp. acquired a new position in iShares Gold Trust in the 3rd quarter worth about $29,000. Keener Financial Planning LLC purchased a new stake in shares of iShares Gold Trust during the 2nd quarter worth about $25,000. Fourth Dimension Wealth LLC lifted its holdings in shares of iShares Gold Trust by 436.3% during the 3rd quarter. Fourth Dimension Wealth LLC now owns 429 shares of the exchange traded fund’s stock valued at $31,000 after buying an additional 349 shares during the last quarter. Finally, Private Wealth Management Group LLC grew its stake in shares of iShares Gold Trust by 290.9% in the 2nd quarter. Private Wealth Management Group LLC now owns 430 shares of the exchange traded fund’s stock valued at $27,000 after buying an additional 320 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

NYSEARCA:IAU opened at $90.53 on Friday. The company has a market capitalization of $76.44 billion, a P/E ratio of 5.53 and a beta of 0.09. The stock’s 50 day moving average price is $85.41 and its 200 day moving average price is $75.77. iShares Gold Trust has a 52 week low of $53.44 and a 52 week high of $104.40.

Trending Headlines about iShares Gold Trust

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

• Positive Sentiment: Lower U.S. yields and renewed safe-haven demand gave gold a bid, supporting ETF flows into IAU. Gold Catches a Bid
• Positive Sentiment: Growing Fed rate-cut hopes and risk-off moves have revived safe-haven interest in gold, underpinning near-term demand for IAU. Safe-Haven Bid Returns
• Positive Sentiment: Macro and institutional signals support longer-term appetite — central banks continue net purchases and high-profile investors (e.g., Ray Dalio) publicly favor gold as an allocation, which can support IAU flows. Central Banks Buy Gold Dalio on Gold
• Neutral Sentiment: Technical levels matter: strategists note key intraday entry/support zones and that $5,000/oz remains a firm resistance — this implies potential choppy trading for IAU near current levels. Intraday Price Levels
• Neutral Sentiment: Analysts point to rising volatility and the possibility of consolidation after recent swings — this can mean muted directional moves in IAU until a clear breakout or breakdown. Technical Analysis
• Negative Sentiment: Silver’s sharp sell-off and deleveraging episodes have spilled into gold markets, limiting upside for IAU as traders reduce exposure across precious metals. Silver Sell-Off Silver Deleveraging
• Negative Sentiment: Dollar strength and profit-taking after recent rallies have capped gains; analysts warn of bearish reversals and margin-pressure dynamics that could weigh on gold/IAU. Bearish Reversal
• Negative Sentiment: Spillover from cryptocurrency sell-offs has pressured risk assets and contributed to intraday weakness in gold, adding short-term downside risk for IAU. Crypto Spillover

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).