iShares Gold Trust $IAU Position Boosted by Principia Wealth Advisory LLC

Principia Wealth Advisory LLC grew its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 13.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 54,670 shares of the exchange traded fund’s stock after buying an additional 6,532 shares during the period. iShares Gold Trust accounts for 1.2% of Principia Wealth Advisory LLC’s portfolio, making the stock its 10th biggest position. Principia Wealth Advisory LLC’s holdings in iShares Gold Trust were worth $4,438,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the business. Bank of America Corp DE increased its stake in shares of iShares Gold Trust by 1.5% during the third quarter. Bank of America Corp DE now owns 30,799,504 shares of the exchange traded fund’s stock valued at $2,241,280,000 after buying an additional 456,140 shares during the period. Envestnet Asset Management Inc. increased its stake in shares of iShares Gold Trust by 47.7% during the third quarter. Envestnet Asset Management Inc. now owns 20,520,705 shares of the exchange traded fund’s stock valued at $1,493,292,000 after buying an additional 6,623,876 shares during the period. JPMorgan Chase & Co. increased its stake in shares of iShares Gold Trust by 20.6% during the third quarter. JPMorgan Chase & Co. now owns 13,165,231 shares of the exchange traded fund’s stock valued at $958,034,000 after buying an additional 2,245,617 shares during the period. UBS Group AG increased its stake in shares of iShares Gold Trust by 6.5% during the third quarter. UBS Group AG now owns 9,148,055 shares of the exchange traded fund’s stock valued at $665,704,000 after buying an additional 561,489 shares during the period. Finally, Ameriprise Financial Inc. increased its stake in shares of iShares Gold Trust by 2.3% during the second quarter. Ameriprise Financial Inc. now owns 6,616,480 shares of the exchange traded fund’s stock valued at $412,563,000 after buying an additional 148,881 shares during the period. 59.67% of the stock is owned by hedge funds and other institutional investors.

iShares Gold Trust Stock Up 1.0%

NYSEARCA IAU opened at $84.59 on Friday. iShares Gold Trust has a twelve month low of $61.37 and a twelve month high of $104.40. The firm has a market capitalization of $72.02 billion, a PE ratio of 5.53 and a beta of 0.16. The stock’s 50 day moving average is $87.24 and its 200 day moving average is $87.33.

iShares Gold Trust News Summary

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

• Positive Sentiment: Gold rebounded late Thursday as weaker U.S. growth data and softer dollar conditions helped offset inflation and geopolitical worries, improving near-term support for gold-linked assets like IAU. Gold rebounds as weak GDP offsets Hormuz risk – Kitco PM Report
• Positive Sentiment: Disappointing U.S. labor and housing data, including higher jobless claims and weaker new-home sales, has reinforced expectations that the Federal Reserve could eventually cut rates, which is generally supportive for gold. Gold price finding new support as U.S. New home sales drop 6.2% in April
• Positive Sentiment: Several analysts say gold may be bottoming near technical support, with bullish reversal signals building around the 200-day moving average, suggesting the recent selloff may be stabilizing. Gold (XAU/USD) Price Forecast: Reversal Signals Build Near 200-Day
• Neutral Sentiment: Short interest in iShares Gold Trust fell sharply in May, which may reduce bearish pressure on the ETF, but it is not a direct fundamental catalyst for gold prices.
• Negative Sentiment: Gold has also faced pressure from a stronger U.S. dollar and rising bond yields, which reduce the appeal of non-yielding assets and have weighed on the metal at times this week. Gold (XAUUSD) & Silver Price Forecast: Ceasefire Holds in Week 8 – Gold Breaks $4,500, Silver Drops to $73.42?
• Negative Sentiment: UBS cut its 2026 gold price forecast, citing persistent headwinds from elevated Treasury yields and dollar strength, which could limit upside for IAU if those conditions continue. UBS lowers 2026 gold price forecast to $5,500/oz: ‘Markets are rediscovering the concept of opportunity cost’

About iShares Gold Trust

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).