Pacific Capital Wealth Advisors Inc. Has $6.95 Million Stock Holdings in iShares Gold Trust $IAU

Pacific Capital Wealth Advisors Inc. lessened its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 9.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 85,672 shares of the exchange traded fund’s stock after selling 9,339 shares during the period. iShares Gold Trust accounts for 1.2% of Pacific Capital Wealth Advisors Inc.’s portfolio, making the stock its 15th largest holding. Pacific Capital Wealth Advisors Inc.’s holdings in iShares Gold Trust were worth $6,954,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IAU. Bank of America Corp DE lifted its position in iShares Gold Trust by 1.5% in the third quarter. Bank of America Corp DE now owns 30,799,504 shares of the exchange traded fund’s stock worth $2,241,280,000 after purchasing an additional 456,140 shares during the period. Envestnet Asset Management Inc. lifted its position in iShares Gold Trust by 47.7% in the third quarter. Envestnet Asset Management Inc. now owns 20,520,705 shares of the exchange traded fund’s stock worth $1,493,292,000 after purchasing an additional 6,623,876 shares during the period. JPMorgan Chase & Co. lifted its position in iShares Gold Trust by 20.6% in the third quarter. JPMorgan Chase & Co. now owns 13,165,231 shares of the exchange traded fund’s stock worth $958,034,000 after purchasing an additional 2,245,617 shares during the period. UBS Group AG lifted its position in iShares Gold Trust by 6.5% in the third quarter. UBS Group AG now owns 9,148,055 shares of the exchange traded fund’s stock worth $665,704,000 after purchasing an additional 561,489 shares during the period. Finally, WealthNavi Inc. lifted its position in iShares Gold Trust by 8.5% in the third quarter. WealthNavi Inc. now owns 7,130,543 shares of the exchange traded fund’s stock worth $518,890,000 after purchasing an additional 559,413 shares during the period. Institutional investors and hedge funds own 59.67% of the company’s stock.

Key Stories Impacting iShares Gold Trust

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

• Positive Sentiment: Technical upside forming — several analysts note bullish momentum building beneath major resistance and say a decisive reclaiming of the 50‑day MA would likely trigger further buying. Gold (XAU/USD) Price Forecast: Bullish Momentum Builds Beneath Major Resistance
• Positive Sentiment: Geopolitical dynamics support safe‑haven demand — recent positive turns around the Strait of Hormuz and continued Middle East headlines have encouraged buyers, keeping a bullish structure intact. Gold Weekly Price Analysis – Gold Continues to See Buyers
• Neutral Sentiment: Diplomacy and USD moves are creating mixed flows — talks between the U.S. and Iran are reducing some dollar haven bids at times, which can support gold; but evolving headlines keep direction uncertain ahead of key U.S. data (retail sales, PMI). Gold eyes key U.S. data as markets brace for retail sales, PMI, and sentiment signals
• Neutral Sentiment: Consolidation and technical trading dominate — multiple market reports describe mild gains and range‑bound action with traders watching intra‑day entry levels rather than fresh fundamental flows. Mild price gains for gold, silver as volatility wanes
• Negative Sentiment: Rate expectations temper upside — a decline in rate‑cut odds and a firmer dollar at times has taken steam out of the rally, reducing inflation pressure and capping gold’s gains. Gold News: Gold Rally Loses Steam as Rate Cut Odds Fall to 27%
• Negative Sentiment: Safe‑haven appeal showing signs of weakness in some data — surveys like the Philly Fed jump have pressured the narrative that gold is the preferred hedge right now, which could limit further inflows into IAU if risk appetite steadies. Gold’s safe-haven appeal weakening as Philly Fed Survey jumps in April

iShares Gold Trust Price Performance

Shares of IAU stock opened at $91.34 on Friday. The stock has a market cap of $77.76 billion, a P/E ratio of 5.53 and a beta of 0.20. iShares Gold Trust has a one year low of $59.71 and a one year high of $104.40. The stock has a fifty day moving average price of $92.11 and a 200 day moving average price of $85.14.

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).