Mmbg Investment Advisors CO. Acquires New Position in iShares Gold Trust $IAU

Mmbg Investment Advisors CO. bought a new position in shares of iShares Gold Trust (NYSEARCA:IAU) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 42,900 shares of the exchange traded fund’s stock, valued at approximately $3,122,000.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Envestnet Asset Management Inc. grew its holdings in shares of iShares Gold Trust by 47.7% in the 3rd quarter. Envestnet Asset Management Inc. now owns 20,520,705 shares of the exchange traded fund’s stock worth $1,493,292,000 after acquiring an additional 6,623,876 shares during the period. Citigroup Inc. boosted its position in iShares Gold Trust by 809.1% during the second quarter. Citigroup Inc. now owns 5,108,818 shares of the exchange traded fund’s stock worth $318,586,000 after purchasing an additional 4,546,835 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in 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 valued at $680,947,000 after purchasing an additional 4,398,605 shares during the last quarter. Prudential Financial Inc. increased its position 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 valued at $217,892,000 after buying an additional 3,339,000 shares in the last quarter. Finally, Packer & Co Ltd purchased a new position in shares of iShares Gold Trust in the third quarter valued at $156,463,000. 59.67% of the stock is owned by hedge funds and other institutional investors.

iShares Gold Trust Stock Up 2.5%

NYSEARCA:IAU opened at $94.75 on Monday. iShares Gold Trust has a 52-week low of $53.44 and a 52-week high of $104.40. The stock has a fifty day simple moving average of $87.22 and a 200-day simple moving average of $77.27. The company has a market capitalization of $80.00 billion, a PE ratio of 5.53 and a beta of 0.09.

Key Stories 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 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).