Fortis Group Advisors LLC Decreases Stock Holdings in iShares Gold Trust $IAU

Fortis Group Advisors LLC lessened its holdings in iShares Gold Trust (NYSEARCA:IAU) by 25.9% during the third quarter, HoldingsChannel.com reports. The fund owned 56,932 shares of the exchange traded fund’s stock after selling 19,940 shares during the quarter. Fortis Group Advisors LLC’s holdings in iShares Gold Trust were worth $4,292,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Brighton Jones LLC purchased a new position in iShares Gold Trust in the fourth quarter valued at about $1,864,000. Bison Wealth LLC grew its stake in shares of iShares Gold Trust by 78.5% in the fourth quarter. Bison Wealth LLC now owns 16,778 shares of the exchange traded fund’s stock valued at $831,000 after buying an additional 7,379 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of 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 valued at $1,588,000 after buying an additional 8,609 shares during the period. Ritholtz Wealth Management purchased a new stake in shares of iShares Gold Trust during the 2nd quarter valued at about $241,000. Finally, Lyell Wealth Management LP acquired a new position in iShares Gold Trust during the 2nd quarter worth approximately $219,000. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Down 3.1%

NYSEARCA IAU opened at $91.82 on Wednesday. iShares Gold Trust has a fifty-two week low of $53.44 and a fifty-two week high of $104.40. The business has a 50 day moving average price of $87.79 and a two-hundred day moving average price of $77.70. The stock has a market cap of $77.53 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: Bullish technical patterns and expectations of eventual Fed rate cuts are supporting upside potential for gold, which could underpin IAU if key supports hold. Gold and Silver Technical Analysis: Bullish Structure Builds Ahead of FOMC Minutes
• Positive Sentiment: Gold has shown a bounce above the ~$4,935 area despite dollar strength, suggesting short-term resilience that could stabilize IAU flows. Gold (XAUUSD) & Silver Price Forecast: $5,000 Clash as Dollar Firms – Break or Reversal?
• Positive Sentiment: ANZ and other strategists are projecting materially higher gold later this year (ANZ sees ~$5,800/oz in Q2), a bullish fundamental narrative that could attract flows back into IAU if momentum returns. ANZ sees gold hitting $5,800 an ounce in the second quarter
• Positive Sentiment: Commentary pushing back on bearish calls (e.g., JP Morgan critique) supports the view that current dips may be corrective, not trend-reversal, which is constructive for IAU holders. JP Morgan says there’s a case against the gold rally continuing – and it’s wrong
• Neutral Sentiment: Traders are awaiting the FOMC minutes; near-term moves may hinge on Fed commentary, yields and dollar momentum rather than fresh macro shocks—this keeps IAU’s direction uncertain until minutes are parsed. Gold (XAUUSD), Silver, Platinum Forecasts – Gold Retreats As Chinese New Year Holidays Begin
• Neutral Sentiment: Multiple technical analyses point to support near the 50-day MA / Fibonacci levels; these are watch points for traders but don’t guarantee a sustained reversal. Gold (XAUUSD) Price Forecast: Traders Eye 50-Day MA for Gold Rally Price Prediction
• Negative Sentiment: Risk-on developments—U.S.-Iran talks and other easing geopolitical headlines—have reduced safe-haven demand, pressuring gold and therefore IAU. Gold and Silver Prices Fall as U.S.-Iran Talks Begin. Trump Says Tehran Wants a Deal.
• Negative Sentiment: Reports of strong long-liquidation and short-term selling pressure drove sharp intraday losses in gold; that type of positioning unwind hits IAU directly. Gold, silver see strong losses amid weak long liquidation
• Negative Sentiment: Heightened speculative activity and ETF volatility in China adds downside risk—volatile outflows or trading in regional ETFs can amplify swings in global gold ETFs like IAU. Safety No Longer? ETF Volatility in China Grips Gold

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).