WealthNavi Inc. Has $575.43 Million Stake in iShares Gold Trust $IAU

WealthNavi Inc. cut its stake in iShares Gold Trust (NYSEARCA:IAU) by 0.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,089,248 shares of the exchange traded fund’s stock after selling 41,295 shares during the period. iShares Gold Trust accounts for approximately 5.1% of WealthNavi Inc.’s investment portfolio, making the stock its 5th largest holding. WealthNavi Inc. owned 0.84% of iShares Gold Trust worth $575,434,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Abich Financial Wealth Management LLC acquired a new stake in shares of iShares Gold Trust in the 3rd quarter worth about $25,000. Mountain Hill Investment Partners Corp. acquired a new position in iShares Gold Trust during the 3rd quarter valued at about $29,000. Measured Wealth Private Client Group LLC bought a new position in iShares Gold Trust in the 3rd quarter worth about $31,000. Fourth Dimension Wealth LLC increased its stake in shares of iShares Gold Trust by 436.3% in the third quarter. Fourth Dimension Wealth LLC now owns 429 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 349 shares during the period. Finally, SOA Wealth Advisors LLC. increased its stake in shares of iShares Gold Trust by 230.0% in the third quarter. SOA Wealth Advisors LLC. now owns 462 shares of the exchange traded fund’s stock valued at $34,000 after purchasing an additional 322 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.

Trending Headlines about iShares Gold Trust

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

• Positive Sentiment: Macro/structural bullish case: HSBC argues that de‑dollarization trends and continued central bank demand support further gains for gold over the medium term — a tailwind for IAU if central bank buying persists. ‘Gold is behaving like a risk asset in 2026′ but de-dollarization trend will drive further gains – HSBC
• Positive Sentiment: Big-picture bullish forecasts: Commerzbank and other bullish research pieces forecast very large potential upside for gold if rate cuts arrive in H2, which would be supportive for IAU over a 6–12 month horizon. Rate cuts in H2 will drive gold to $5,000 and silver to $90 – Commerzbank
• Positive Sentiment: Central bank buying narrative: analysts and forecasts note large official purchases and demand from sovereigns, which underpin long-term bullion ETF holdings like IAU even while near-term volatility persists. Gold (XAUUSD) & Silver Price Forecast: Gold Eyes $4,600 – Breakout or Trap?
• Neutral Sentiment: Diverging geopolitical signals: reports show mixed messages on U.S.–Iran talks, generating choppy safe‑haven flows that cause short-term swings in spot gold and ETF flows rather than a clear directional trend. Gold Edges Lower Amid Divergent Signals on U.S.-Iran Talks
• Neutral Sentiment: Mixed technical/short‑term analyses: daily technicals and intraday entry levels point to high volatility and rapid intraday moves — relevant for traders in IAU but not definitive for long-term holders. Gold market analysis for March 30 – key intra-day price entry levels for active traders
• Negative Sentiment: Large monthly selloff: gold is on track for its biggest monthly drop since 2008 amid the ongoing Iran war and rising yields, which is exerting downward pressure on IAU today and prompting outflows. Gold on track for worst month since 2008 as Iran war enters its fifth week
• Negative Sentiment: Inflation/real‑yield pressures: coverage links rising oil-driven inflation and higher Treasury yields to reduced safe‑haven demand, a key headwind for gold and IAU until yields stabilize or fall. Gold Falls Amid Rising Inflation Fears
• Negative Sentiment: Retail sidelining risk: analysts warn that heightened volatility could keep retail investors on the sidelines, increasing the risk of further downside and slower recovery in ETF inflows. Gold’s volatility could keep retail investors on the sidelines, raising the risk of further downside – DeCarley’s Garner

iShares Gold Trust Trading Down 0.0%

Shares of NYSEARCA IAU opened at $84.93 on Tuesday. The stock has a 50 day simple moving average of $93.32 and a 200-day simple moving average of $83.45. The company has a market cap of $71.71 billion, a PE ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 12-month low of $55.78 and a 12-month high of $104.40.

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).