Sagespring Wealth Partners LLC Sells 35,960 Shares of iShares Gold Trust $IAU

Sagespring Wealth Partners LLC lowered its holdings in iShares Gold Trust (NYSEARCA:IAU) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 579,405 shares of the exchange traded fund’s stock after selling 35,960 shares during the quarter. Sagespring Wealth Partners LLC’s holdings in iShares Gold Trust were worth $47,030,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in the business. Brighton Jones LLC acquired a new stake in shares of iShares Gold Trust in the fourth quarter valued at $1,864,000. Bison Wealth LLC lifted its position in iShares Gold Trust by 78.5% during the 4th quarter. Bison Wealth LLC now owns 16,778 shares of the exchange traded fund’s stock worth $831,000 after buying an additional 7,379 shares in the last quarter. AQR Capital Management LLC lifted its position in iShares Gold Trust by 47.0% during the 1st quarter. AQR Capital Management LLC now owns 26,936 shares of the exchange traded fund’s stock worth $1,588,000 after buying an additional 8,609 shares in the last quarter. Dorsey & Whitney Trust CO LLC bought a new stake in iShares Gold Trust during the 2nd quarter worth about $210,000. Finally, Traub Capital Management LLC bought a new stake in iShares Gold Trust during the 2nd quarter worth about $31,000. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Trading Down 3.1%

IAU opened at $84.70 on Friday. iShares Gold Trust has a 1-year low of $55.78 and a 1-year high of $104.40. The stock has a market capitalization of $71.52 billion, a PE ratio of 5.53 and a beta of 0.09. The firm has a 50-day moving average price of $93.65 and a two-hundred day moving average price of $82.57.

iShares Gold Trust News Summary

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

• Positive Sentiment: Geopolitical safe-haven bids are intermittently supporting gold amid Middle East tensions, providing short-lived demand that could limit losses for IAU. Gold (XAUUSD) & Silver Price Forecast: XAU Reversal vs. XAG Slump – Trend Shift Ahead?
• Positive Sentiment: Structural demand stories (tokenization and institutional infrastructure) support longer-term upside for gold-backed products like IAU. World Gold Council building shared infrastructure to support $5 billion tokenized gold market
• Neutral Sentiment: U.S. policy moves to diversify precious-metals vault networks could change logistics/custody dynamics for ETFs but are unlikely to immediately move prices. Proposed U.S. federal legislation looks to diversify precious metals vault network
• Neutral Sentiment: Strong retail/household demand in markets like India (gold loans, household holdings) underpins long-term physical demand but doesn’t offset short-term financial-market flows. Inside India newsletter: Gold loans are thriving in India — and attracting global investors
• Negative Sentiment: Gold posted its largest weekly drop in years as inflation expectations and dimmed rate-cut hopes pressured prices—key driver of IAU weakness. Gold sees biggest weekly loss in six years, faces more downside as inflation threat sidelines central banks
• Negative Sentiment: Rising U.S. Treasury yields and firmer dollar (partly oil‑driven) have been cited repeatedly as the proximate cause of the sell-off, reducing gold’s appeal and pressuring IAU. Gold Edges Lower on Inflation Concerns, Dimmed Fed Rate-Cut Hopes
• Negative Sentiment: Technical breaks near key support levels raise the risk of a deeper correction; technical analysts warn a breakdown could push prices toward lower targets, increasing downside risk for IAU. Gold (XAU/USD) Price Forecast: Support Breakdown Risks Deeper Correction
• Negative Sentiment: Market-wide liquidation erased trillions from precious‑metals market value this week and miners/related ETFs have slid, reflecting flow-through to gold ETFs like IAU. $3 Trillion Sell-Off In Gold And Silver Signals A Retracement Ahead Of Next Bull Run
• Negative Sentiment: Gold pulled back from recent record highs (back below the $5,000/oz peak), highlighting profit-taking and mean-reversion risk for IAU holders. Gold Back Under $5,000 – Is This the Best ETF to Buy for Its Next Run Higher?

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).