iShares Gold Trust $IAU Stock Holdings Boosted by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC increased its position in iShares Gold Trust (NYSEARCA:IAU) by 25.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 32,530 shares of the exchange traded fund’s stock after acquiring an additional 6,521 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in iShares Gold Trust were worth $2,456,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of IAU. Merkkuri Wealth Advisors LLC bought a new position in iShares Gold Trust in the 1st quarter worth about $26,000. Fairway Wealth LLC increased its stake in shares of iShares Gold Trust by 525.0% in the first quarter. Fairway Wealth LLC now owns 300 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 252 shares during the period. Godfrey Financial Associates Inc. bought a new stake in shares of iShares Gold Trust during the fourth quarter valued at approximately $25,000. Rossby Financial LCC raised its holdings in shares of iShares Gold Trust by 75.7% during the fourth quarter. Rossby Financial LCC now owns 325 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 140 shares during the last quarter. Finally, Monetary Solutions Ltd bought a new stake in shares of iShares Gold Trust during the fourth quarter valued at approximately $26,000. 59.67% of the stock is currently owned by institutional investors.

iShares Gold Trust Trading Up 0.6%

Shares of NYSEARCA IAU opened at $82.28 on Friday. iShares Gold Trust has a 12-month low of $62.48 and a 12-month high of $104.40. The company has a market cap of $67.96 billion, a PE ratio of 5.53 and a beta of 0.18. The stock has a 50 day simple moving average of $77.97 and a 200-day simple moving average of $86.00.

Trending Headlines about iShares Gold Trust

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

• Positive Sentiment: July retail sales unexpectedly fell 0.6%, while August consumer sentiment dropped to 51 versus expectations of 54.5. The weaker consumer data increased expectations that the Fed may keep rates steady in September, supporting gold and IAU. Gold rallies after retail sales drop
• Positive Sentiment: Soft CPI and PPI readings, rising jobless claims, and a pullback in the dollar have eased rate-hike concerns and helped keep precious metals above recent trading levels. Gold rebounds as dollar pulls back
• Positive Sentiment: UBS said gold could challenge $5,000 per ounce in the first half of 2027, citing lower real rates, a weaker dollar, and continued sovereign and central-bank demand. This reinforces the longer-term bullish case for IAU. UBS gold forecast
• Neutral Sentiment: Investors will watch next week’s Fed minutes, housing data, and manufacturing activity for clues about economic growth and monetary policy. These releases could produce significant volatility for gold and IAU. Gold looks to Fed minutes and economic data
• Negative Sentiment: Gold has struggled to extend its rebound near the $4,450-$4,500 resistance area. Analysts warn that a pullback or profit-taking could occur before another sustained advance, limiting near-term upside for IAU. Gold pullback risk after resistance test

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).