Wealth Care LLC Makes New Investment in iShares Gold Trust $IAU

Wealth Care LLC bought a new stake in iShares Gold Trust (NYSEARCA:IAU) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 105,150 shares of the exchange traded fund’s stock, valued at approximately $9,270,000. iShares Gold Trust makes up 8.2% of Wealth Care LLC’s investment portfolio, making the stock its 3rd biggest position.

Several other large investors have also modified their holdings of IAU. Schmidt P J Investment Management Inc. raised its stake in iShares Gold Trust by 1.1% during the fourth quarter. Schmidt P J Investment Management Inc. now owns 9,362 shares of the exchange traded fund’s stock valued at $760,000 after buying an additional 106 shares in the last quarter. Foster Group Inc. grew its position in shares of iShares Gold Trust by 2.4% in the 4th quarter. Foster Group Inc. now owns 5,126 shares of the exchange traded fund’s stock worth $416,000 after acquiring an additional 120 shares in the last quarter. Haverford Trust Co increased its holdings in shares of iShares Gold Trust by 3.4% in the 4th quarter. Haverford Trust Co now owns 3,617 shares of the exchange traded fund’s stock valued at $294,000 after acquiring an additional 120 shares during the last quarter. Brooks Moore & Associates Inc. increased its holdings in shares of iShares Gold Trust by 2.1% in the 4th quarter. Brooks Moore & Associates Inc. now owns 6,076 shares of the exchange traded fund’s stock valued at $493,000 after acquiring an additional 125 shares during the last quarter. Finally, SmartHarvest Portfolios LLC raised its position in shares of iShares Gold Trust by 2.0% during the 1st quarter. SmartHarvest Portfolios LLC now owns 6,485 shares of the exchange traded fund’s stock valued at $572,000 after acquiring an additional 129 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: Several analysts and banks remain constructive on gold, with commentary from Goldman Sachs, Standard Chartered, and others arguing the recent selloff may be a buying opportunity and that central bank demand could push prices much higher over time. Gold is not done and sovereign demand will drive price up to $4,900/oz in 2026 – Goldman Sachs’ Dart
• Positive Sentiment: Central bank demand remains a major supportive theme, with an OMFIF survey indicating official institutions expect gold to trade much higher over the next 12 months and continue treating it as a strategic reserve asset. Central banks see gold prices trading between $5,000 and $6,000 in 12 months – OMFIF Survey
• Positive Sentiment: Technical analysts say gold may be stabilizing after testing support, with a bullish hammer pattern and repeated defense of the $4,000 area suggesting a possible short-term bottom. Gold (XAU/USD) Price Forecast: Bullish Hammer Signals Potential Bottom
• Neutral Sentiment: Gold rebounded intraday at points as traders looked for support near key technical levels, but the broader trend remains tied to rate expectations and the next U.S. jobs data. Gold Price Analysis – Gold Continues to See Support at 4K
• Negative Sentiment: Stronger U.S. labor data and firmer yields are pressuring gold lower, as markets focus more on Fed tightening risk than on safe-haven demand. Silver firms while gold fades as Fed risk caps rebound – Kitco PM Report
• Negative Sentiment: Recent headlines from banks and market watchers also note that the Fed’s hawkish pivot has prolonged gold’s correction, keeping pressure on bullion-backed funds like IAU. Fed turned a ‘pause in the structural bullish gold story’ into ‘a deeper freeze’ – J.P. Morgan’s Shearer

iShares Gold Trust Trading Down 0.0%

IAU stock opened at $75.51 on Wednesday. The stock’s 50 day simple moving average is $83.63 and its 200 day simple moving average is $87.58. iShares Gold Trust has a 12-month low of $61.60 and a 12-month high of $104.40. The firm has a market cap of $64.29 billion, a P/E ratio of 5.53 and a beta of 0.15.

iShares Gold Trust Company 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).