Kingsview Wealth Management LLC lifted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 40.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 489,655 shares of the exchange traded fund’s stock after buying an additional 142,233 shares during the period. Kingsview Wealth Management LLC owned approximately 0.06% of iShares Gold Trust worth $35,632,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. BCGM Wealth Management LLC boosted its position in iShares Gold Trust by 34.9% during the 3rd quarter. BCGM Wealth Management LLC now owns 71,651 shares of the exchange traded fund’s stock worth $5,214,000 after acquiring an additional 18,524 shares during the period. Journey Strategic Wealth LLC bought a new stake in shares of iShares Gold Trust during the third quarter valued at about $217,000. Finemark National Bank & Trust lifted its holdings in iShares Gold Trust by 8.9% in the third quarter. Finemark National Bank & Trust now owns 127,835 shares of the exchange traded fund’s stock worth $9,303,000 after purchasing an additional 10,409 shares during the period. Hendershot Investments Inc. acquired a new stake in iShares Gold Trust in the third quarter worth about $207,000. Finally, Meridian Wealth Advisors LLC grew its position in iShares Gold Trust by 6.5% in the 3rd quarter. Meridian Wealth Advisors LLC now owns 580,871 shares of the exchange traded fund’s stock valued at $42,270,000 after buying an additional 35,498 shares in the last quarter. 59.67% of the stock is owned by institutional investors.
iShares Gold Trust News Summary
Here are the key news stories impacting iShares Gold Trust this week:
- Positive Sentiment: Sprott’s Paul Wong argues a structural shift toward a new global monetary reserve system (“Bretton Woods III”), positioning gold as a core reserve asset — a narrative that supports long‑term demand for gold and gold ETFs like IAU. ‘As the world breaks up, you’re going to need a monetary reserve system’ – Sprott’s Paul Wong on why Bretton Woods III is inevitable and gold stands alone
- Positive Sentiment: Kitco reports gold has rebounded above the $5,200 area and finished February at fresh records — immediate price momentum that typically lifts IAU flows and sentiment. Gold prices push back above $5,200; sees solid rebound in February to end month with another record
- Positive Sentiment: Multiple FXEmpire forecasts highlight sustained bullish momentum, with technicians pushing targets materially higher (one note saying a prior $8,000 target may have been conservative) — reinforces investor conviction in continued upside for gold and IAU. Gold Price Forecast – Our $8,000 Target Was Likely Too Conservative
- Positive Sentiment: Analysts and strategists (including Bank of America coverage) say gold’s bull market remains mid‑cycle with paths to much higher levels (e.g., $6,000+), supporting allocation to gold ETFs if risk‑off drivers persist. Despite consolidating below $5,200, gold still has a path to $6,000, says Bank of America
- Neutral Sentiment: Intraday technical notes and market commentary show gold trading in tight ranges at times (consolidation around recent highs) — suggests short‑term chop even while trend stays constructive. Gold Price Analysis – Gold Continues to See Tight Range
- Neutral Sentiment: Broader media coverage (e.g., WSJ features) increases visibility for gold but doesn’t directly alter supply/demand — can support flows through investor attention. Warren Buffett and the Giant Gold Cube
- Negative Sentiment: Several reports note profit‑taking and short‑term pressure (silver leading some pullbacks), and hawkish Fed risks or a stronger USD could cap upside — these are the main near‑term risks for IAU if risk sentiment flips. Profit-taking price pressure on gold, silver
iShares Gold Trust Trading Up 1.3%
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).
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