Sofi Wealth LLC Acquires 12,465 Shares of iShares Gold Trust $IAU

Sofi Wealth LLC increased its holdings in shares of iShares Gold Trust (NYSEARCA:IAUFree Report) by 4.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 277,571 shares of the exchange traded fund’s stock after buying an additional 12,465 shares during the period. iShares Gold Trust makes up 1.1% of Sofi Wealth LLC’s holdings, making the stock its 17th biggest holding. Sofi Wealth LLC’s holdings in iShares Gold Trust were worth $22,530,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Pacific Park Financial Inc. purchased a new stake in iShares Gold Trust during the fourth quarter valued at approximately $6,121,000. Pekin Hardy Strauss Inc. lifted its position in iShares Gold Trust by 11.3% during the fourth quarter. Pekin Hardy Strauss Inc. now owns 106,566 shares of the exchange traded fund’s stock valued at $8,650,000 after acquiring an additional 10,810 shares during the last quarter. Durante & Waters LLC lifted its position in iShares Gold Trust by 2.5% during the fourth quarter. Durante & Waters LLC now owns 7,380 shares of the exchange traded fund’s stock valued at $599,000 after acquiring an additional 180 shares during the last quarter. Keybank National Association OH lifted its position in iShares Gold Trust by 1.3% during the fourth quarter. Keybank National Association OH now owns 3,708,150 shares of the exchange traded fund’s stock valued at $300,991,000 after acquiring an additional 47,951 shares during the last quarter. Finally, Pure Portfolios Holdings LLC lifted its position in iShares Gold Trust by 7.1% during the fourth quarter. Pure Portfolios Holdings LLC now owns 10,790 shares of the exchange traded fund’s stock valued at $876,000 after acquiring an additional 719 shares during the last quarter. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust News Roundup

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

  • Positive Sentiment: Short-term rates cooled overnight and the market reacted with a gold bounce — this directly supports IAU’s rise as lower yields make gold relatively more attractive. Read More.
  • Positive Sentiment: The U.S. dollar index (USDX) slipped, delivering “solid price gains” for gold and silver; dollar weakness typically lifts IAU. Read More.
  • Positive Sentiment: Spot gold hit session highs after U.S. weekly jobless claims surprised/moved markets intraday — the immediate market reaction helped push bullion (and thus IAU) higher. Read More.
  • Neutral Sentiment: U.S. Q1 GDP rose 2% while core inflation accelerated to 3.2% — inflation supports bullion but stronger growth can lift rates; net effect is ambiguous for IAU until the Fed’s reaction is clearer. Read More.
  • Neutral Sentiment: World Bank and market reports point to continued volatility and a possible ceiling on precious metal moves through 2026 — longer-term structural demand (central banks, retail) remains a counterbalance to short-term swings. Read More.
  • Negative Sentiment: Recent Fed messaging and expectations for “higher-for-longer” rates have pressured gold in prior sessions; elevated real yields and a stronger dollar are headwinds for IAU if they reassert. Read More.
  • Negative Sentiment: Technical analysts warn of bearish momentum toward key support zones after recent breakdowns — further technical selling could push IAU lower if momentum continues. Read More.

iShares Gold Trust Stock Up 1.4%

NYSEARCA:IAU opened at $86.73 on Thursday. iShares Gold Trust has a 52 week low of $59.71 and a 52 week high of $104.40. The firm has a 50 day moving average of $91.14 and a 200 day moving average of $86.00. The stock has a market capitalization of $73.84 billion, a price-to-earnings ratio of 5.53 and a beta of 0.20.

iShares Gold Trust Company Profile

(Free Report)

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).

Read More

Want to see what other hedge funds are holding IAU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Gold Trust (NYSEARCA:IAUFree Report).

Institutional Ownership by Quarter for iShares Gold Trust (NYSEARCA:IAU)

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