Fiduciary Financial Group LLC Grows Stock Holdings in iShares Gold Trust $IAU

Fiduciary Financial Group LLC boosted its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 20.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 125,744 shares of the exchange traded fund’s stock after purchasing an additional 21,589 shares during the period. iShares Gold Trust comprises 1.1% of Fiduciary Financial Group LLC’s portfolio, making the stock its 21st largest holding. Fiduciary Financial Group LLC’s holdings in iShares Gold Trust were worth $9,495,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Concurrent Investment Advisors LLC lifted its holdings in shares of iShares Gold Trust by 381.5% during the 4th quarter. Concurrent Investment Advisors LLC now owns 2,534,729 shares of the exchange traded fund’s stock valued at $205,744,000 after buying an additional 2,008,288 shares during the period. Citigroup Inc. grew its holdings in shares of iShares Gold Trust by 35.7% in the fourth quarter. Citigroup Inc. now owns 7,201,313 shares of the exchange traded fund’s stock worth $584,531,000 after acquiring an additional 1,893,594 shares during the period. Northwestern Mutual Wealth Management Co. increased its position in iShares Gold Trust by 18.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 6,595,990 shares of the exchange traded fund’s stock valued at $535,396,000 after acquiring an additional 1,019,135 shares during the last quarter. Orion Porfolio Solutions LLC increased its position in iShares Gold Trust by 503.7% during the second quarter. Orion Porfolio Solutions LLC now owns 930,318 shares of the exchange traded fund’s stock valued at $58,015,000 after acquiring an additional 776,215 shares during the last quarter. Finally, VCU Investment Management Co purchased a new stake in iShares Gold Trust during the fourth quarter valued at $61,835,000. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

IAU stock opened at $82.18 on Wednesday. The company has a market cap of $67.87 billion, a price-to-earnings ratio of 5.53 and a beta of 0.18. The business’s 50-day moving average is $78.01 and its two-hundred day moving average is $86.17. iShares Gold Trust has a fifty-two week low of $62.48 and a fifty-two week high of $104.40.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Gold remains supported by safe-haven buying tied to tensions around the Strait of Hormuz, while falling equities and energy-market risks are encouraging demand for defensive assets. Gold holds near two-month high as equities slip, oil rallies
• Positive Sentiment: China’s gold consumption increased 1.23% in the first half of 2026, with strong investment demand offsetting weaker jewelry purchases. Continued demand from China supports the underlying gold market and IAU. China’s gold consumption rises 1.23% in H1
• Positive Sentiment: Analysts continue to cite central-bank buying, elevated government debt, geopolitical fragmentation, lower real yields and easing Federal Reserve expectations as structural supports for gold. Some forecasts see a potential move toward $4,500 or even $5,000 per ounce. Gold Price Could Test and Move Beyond Recent Highs
• Neutral Sentiment: Gold is testing important technical levels after reaching roughly $4,435. Holding support near $4,357 could reinforce the bullish trend, while a failed breakout would signal further consolidation. Gold price forecast after $4,435 high
• Negative Sentiment: Traders have taken profits after gold’s sharp rally, with silver and platinum also declining. Higher Treasury yields, a steadier dollar and caution ahead of Wednesday’s U.S. CPI report are limiting demand for non-yielding gold. Gold and silver ease as CPI risk steadies yields and the dollar

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).