MBA Advisors LLC Raises Holdings in iShares Gold Trust $IAU

MBA Advisors LLC grew its position in iShares Gold Trust (NYSEARCA:IAU) by 8.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 131,576 shares of the exchange traded fund’s stock after purchasing an additional 9,846 shares during the quarter. iShares Gold Trust makes up approximately 3.2% of MBA Advisors LLC’s portfolio, making the stock its 10th largest holding. MBA Advisors LLC’s holdings in iShares Gold Trust were worth $9,935,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in IAU. Citigroup Inc. lifted its holdings in shares of iShares Gold Trust by 35.7% during the fourth quarter. Citigroup Inc. now owns 7,201,313 shares of the exchange traded fund’s stock worth $584,531,000 after buying an additional 1,893,594 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in iShares Gold Trust by 18.3% in the 4th 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 buying an additional 1,019,135 shares during the period. Public Employees Retirement System of Ohio acquired a new position in shares of iShares Gold Trust in the 2nd quarter valued at $76,854,000. Orion Porfolio Solutions LLC raised its stake in shares of iShares Gold Trust by 503.7% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 930,318 shares of the exchange traded fund’s stock valued at $58,015,000 after buying an additional 776,215 shares in the last quarter. Finally, VCU Investment Management Co bought a new position in shares of iShares Gold Trust during the 4th quarter worth about $61,835,000. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

Shares of iShares Gold Trust stock opened at $82.55 on Thursday. The firm’s 50-day simple moving average is $79.42 and its 200-day simple moving average is $85.04. iShares Gold Trust has a twelve month low of $66.61 and a twelve month high of $104.40. The firm has a market cap of $68.18 billion, a P/E ratio of 5.53 and a beta of 0.18.

Key Headlines Impacting iShares Gold Trust

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

• Positive Sentiment: Gold rebounded after buyers defended support near $4,283, with analysts identifying a potential move toward $4,472 and the 200-day moving average. This recovery supports IAU, which is designed to track the price of gold bullion. Gold Price Reverses From $4,283 as Buyers Reclaim Support
• Positive Sentiment: Goldman Sachs projected gold could reach $4,900 per ounce by year-end, citing continued central-bank purchases and reserve diversification. Demand for gold derivatives could also amplify price moves, although it may increase volatility. Goldman Sachs gold forecast
• Positive Sentiment: RBC said gold could approach $5,000 in 2026 and $5,300 in 2027 as geopolitical uncertainty, de-dollarization and concerns about currency debasement support safe-haven demand. RBC gold forecast
• Positive Sentiment: Schroders turned bullish on gold after previously taking profits, pointing to debt, inflation and currency risks that could outweigh the negative effect of elevated real yields. Schroders turns bullish on gold
• Neutral Sentiment: The Dutch central bank moved 86 tonnes of gold from New York and Ottawa to London to improve reserve liquidity amid economic and geopolitical uncertainty. The move reinforces institutional attention to gold but does not directly change IAU’s holdings. Dutch central bank moves gold
• Negative Sentiment: U.S. Treasury yields near 4.8%, a stronger dollar and rising September rate-hike expectations continue to pressure gold, a non-yielding asset. Higher yields could limit IAU’s near-term upside. Gold price forecast as yields rise

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).