Shepherd Financial Partners LLC Increases Stock Position in iShares Gold Trust $IAU

Shepherd Financial Partners LLC grew its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 15.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 190,826 shares of the exchange traded fund’s stock after purchasing an additional 26,032 shares during the quarter. iShares Gold Trust makes up about 1.3% of Shepherd Financial Partners LLC’s holdings, making the stock its 21st largest position. Shepherd Financial Partners LLC’s holdings in iShares Gold Trust were worth $13,886,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Abich Financial Wealth Management LLC purchased a new position in shares of iShares Gold Trust during the third quarter worth approximately $25,000. MTM Investment Management LLC acquired a new stake in shares of iShares Gold Trust during the second quarter worth about $25,000. Mountain Hill Investment Partners Corp. purchased a new position in shares of iShares Gold Trust during the third quarter worth about $29,000. Fourth Dimension Wealth LLC grew its holdings in shares of iShares Gold Trust by 436.3% during the third quarter. Fourth Dimension Wealth LLC now owns 429 shares of the exchange traded fund’s stock worth $31,000 after buying an additional 349 shares during the last quarter. Finally, Private Wealth Management Group LLC increased its position in 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 acquiring an additional 320 shares during the period. Institutional investors and hedge funds 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: Cooling U.S. inflation data and CPI expectations lifted precious metals sentiment, underpinning safe-haven demand for gold and supporting ETFs like IAU. Gold prices testing resistance just below $5,000 as US inflation cools in January
• Positive Sentiment: Technical setups show strength: price action is forming higher swing highs and is supported by key moving averages and pattern targets — a bullish technical case that can attract trend-following flows into IAU. Gold (XAU/USD) Price Forecast: Strength Emerging Above Key Support
• Positive Sentiment: Chinese retail/speculative demand and fast-growing gold-backed ETF holdings in China are adding structural buying pressure to the global gold complex, supporting ETF flows into vehicles such as IAU. How China’s ‘unruly’ speculators might be fueling the frenzy in gold market
• Neutral Sentiment: Macro outlooks flag a softer dollar (DXY weakness) as a structural tailwind for gold through 2026, which supports the case for longer-term ETF allocations but doesn’t guarantee short-term direction. 2026 Market Outlook: DXY Weakness, Gold’s New Floor, and Bitcoin Consolidation
• Neutral Sentiment: Market commentators stress CPI will dictate the next leg for gold — that keeps short-term direction data-dependent and increases headline-driven trading in IAU. Gold Climbs Toward $5,000. Inflation Data Will Dictate the Next Move.
• Negative Sentiment: Recent intraday sell-offs and a rapid commodity unwind (including a 3% gold plunge earlier) highlight high intraday volatility that can prompt outflows from ETFs and hurt IAU if volatility spikes. Gold, silver sell off rapidly; reasons are unknown
• Negative Sentiment: Prospects of a prolonged Fed pause or shifting rate-expectations can reduce the opportunity cost advantage of non-yielding gold, a headwind for gold ETFs if rate narratives firm up. Gold Falls on Prospects of Long Fed Pause
• Negative Sentiment: Analysts warn that hotter-than-expected CPI or stronger dollar moves could trigger renewed selling and short-term pressure on gold and IAU. Gold (XAUUSD) Price Forecast: Will US CPI Trigger a Break Above $5,100?

iShares Gold Trust Trading Up 2.5%

iShares Gold Trust stock opened at $94.75 on Friday. The stock has a 50 day moving average of $87.22 and a two-hundred day moving average of $77.16. iShares Gold Trust has a twelve month low of $53.44 and a twelve month high of $104.40. The stock has a market capitalization of $80.00 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09.

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).