Triad Wealth Partners LLC Has $9.52 Million Position in iShares Gold Trust $IAU

Triad Wealth Partners LLC grew its holdings in iShares Gold Trust (NYSEARCA:IAU) by 64.9% in the third quarter, Holdings Channel.com reports. The firm owned 130,830 shares of the exchange traded fund’s stock after purchasing an additional 51,480 shares during the period. iShares Gold Trust comprises approximately 1.2% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 21st largest position. Triad Wealth Partners LLC’s holdings in iShares Gold Trust were worth $9,520,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. MTM Investment Management LLC purchased a new stake in iShares Gold Trust in the 2nd quarter worth about $25,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of iShares Gold Trust in the third quarter worth approximately $29,000. Keener Financial Planning LLC acquired a new stake in shares of iShares Gold Trust during the second quarter worth approximately $25,000. Private Wealth Management Group LLC grew its position in iShares Gold Trust by 290.9% during the second quarter. Private Wealth Management Group LLC now owns 430 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 320 shares in the last quarter. Finally, Key Financial Inc purchased a new position in iShares Gold Trust during the second quarter valued at approximately $28,000. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Up 1.5%

IAU stock opened at $90.87 on Thursday. The company has a 50 day moving average of $81.69 and a two-hundred day moving average of $73.45. The company has a market cap of $76.38 billion, a price-to-earnings ratio of 5.53 and a beta of 0.09. iShares Gold Trust has a 12-month low of $51.52 and a 12-month high of $91.74.

More iShares Gold Trust News

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

• Positive Sentiment: Geopolitical risk (U.S.-Europe tensions over Greenland and tariff threats) pushed gold to new highs, driving safe‑haven demand that supports IAU. Gold breaks new record on Greenland tariff threats, with forecast of $7,000 on the cards
• Positive Sentiment: Analysts and asset managers point to rising institutional demand and ETF inflows as a structural tailwind for gold prices — supportive for IAU’s medium‑term outlook. Gold’s next surge will be driven by institutional demand – Sprott’s Ryan McIntyre
• Positive Sentiment: Industry commentary notes record ETF activity and continued inflows into gold products after 2025’s strong performance, a direct positive for IAU’s assets and liquidity. Gold ETF Still Breaking Records After Capping Best Year Ever
• Neutral Sentiment: Technical analysts flag that gold has hit key resistance and may pause or consolidate near Fibonacci levels; traders are watching for either continuation above resistance or a healthy pullback. Gold (XAU/USD) Price Forecast: Rally Stalls Near Key Resistance Zone
• Negative Sentiment: Reports that tensions eased at times sparked short‑term profit‑taking and a dip in gold’s safe‑haven bid, which can pull IAU down if de‑escalation continues. Gold Falls Amid Easing U.S.-Europe Tensions Over Greenland
• Negative Sentiment: Some price forecasts and intraday commentary warn of short‑term softening on ‘peace hopes’ or technical pullbacks, creating volatility risk for IAU holders. Gold (XAUUSD) & Silver Price Forecast: Gold Softens on Peace Hopes – Is the Uptrend at Risk?

iShares Gold Trust 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).