iShares Gold Trust $IAU Shares Purchased by Leonard Rickey Investment Advisors P.L.L.C.

Leonard Rickey Investment Advisors P.L.L.C. raised its position in iShares Gold Trust (NYSEARCA:IAU) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 233,652 shares of the exchange traded fund’s stock after buying an additional 10,105 shares during the quarter. iShares Gold Trust comprises about 2.8% of Leonard Rickey Investment Advisors P.L.L.C.’s portfolio, making the stock its 13th largest position. Leonard Rickey Investment Advisors P.L.L.C.’s holdings in iShares Gold Trust were worth $18,248,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. RFG Advisory LLC increased its stake in shares of iShares Gold Trust by 35.8% in the 2nd quarter. RFG Advisory LLC now owns 38,956 shares of the exchange traded fund’s stock valued at $2,942,000 after purchasing an additional 10,263 shares during the last quarter. Avestar Capital LLC raised its holdings in shares of iShares Gold Trust by 8.2% during the 3rd quarter. Avestar Capital LLC now owns 154,177 shares of the exchange traded fund’s stock worth $12,041,000 after buying an additional 11,672 shares in the last quarter. Robertson Stephens Wealth Management LLC raised its holdings in shares of iShares Gold Trust by 70.2% during the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 32,722 shares of the exchange traded fund’s stock worth $2,556,000 after buying an additional 13,497 shares in the last quarter. Wedbush Securities Inc. lifted its position in shares of iShares Gold Trust by 18.2% during the 2nd quarter. Wedbush Securities Inc. now owns 54,861 shares of the exchange traded fund’s stock worth $4,143,000 after buying an additional 8,462 shares during the last quarter. Finally, Principia Wealth Advisory LLC lifted its position in shares of iShares Gold Trust by 28.8% during the 2nd quarter. Principia Wealth Advisory LLC now owns 62,189 shares of the exchange traded fund’s stock worth $4,696,000 after buying an additional 13,902 shares during the last quarter. 59.67% of the stock is currently owned by institutional investors and hedge funds.

iShares Gold Trust Stock Down 3.5%

NYSEARCA:IAU opened at $72.92 on Friday. The stock’s 50-day simple moving average is $80.07 and its 200 day simple moving average is $84.62. The firm has a market capitalization of $57.50 billion, a PE ratio of 5.53 and a beta of 0.18. iShares Gold Trust has a twelve month low of $72.71 and a twelve month high of $104.40.

Key iShares Gold Trust News

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

• Neutral Sentiment: The Swiss National Bank reported a large third-quarter profit, with gold contributing 7.6 billion Swiss francs. The result highlights the value of gold holdings, although it does not directly change IAU’s fundamentals or near-term price outlook. Swiss central bank posts bumper $23bn profit as gold, foreign assets soar
• Negative Sentiment: Gold slipped below $4,000 as stronger-than-expected inflation and economic growth increased expectations that the Federal Reserve could keep interest rates higher for longer or resume tightening. Higher real yields raise the opportunity cost of holding non-yielding gold. Gold and Silver Price Forecast: Hot PCE Lifts Hike Odds
• Negative Sentiment: Technical selling intensified after gold broke key support levels. Analysts warn that continued liquidation could expose a longer-term retracement zone around $3,886 to $3,708, increasing downside risk for gold-backed ETFs such as IAU. Gold Price Forecast: Mass Liquidation Puts $3,886–$3,708 in Play
• Negative Sentiment: Multiple market reports identify support near $3,950, $3,900 and $4,000 as critical. A sustained break below those levels could signal a deeper correction, while rising Treasury yields and a stronger economy continue to weigh on demand for gold. Gold Declines, Weighed by Tighter Monetary Policy Expectations

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).