OneDigital Investment Advisors LLC Increases Stock Position in iShares Gold Trust $IAU

by · The Cerbat Gem

OneDigital Investment Advisors LLC boosted its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 4.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 877,484 shares of the exchange traded fund’s stock after acquiring an additional 33,638 shares during the quarter. iShares Gold Trust accounts for approximately 0.6% of OneDigital Investment Advisors LLC’s holdings, making the stock its 29th largest position. OneDigital Investment Advisors LLC’s holdings in iShares Gold Trust were worth $66,259,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Wills Financial Group LLC grew its stake in shares of iShares Gold Trust by 9.8% in the fourth quarter. Wills Financial Group LLC now owns 147,134 shares of the exchange traded fund’s stock worth $11,943,000 after acquiring an additional 13,093 shares during the period. Acorn Financial Advisory Services Inc. ADV increased its holdings in iShares Gold Trust by 3.1% during the first quarter. Acorn Financial Advisory Services Inc. ADV now owns 483,758 shares of the exchange traded fund’s stock valued at $42,648,000 after buying an additional 14,344 shares during the last quarter. Wealth Care LLC purchased a new stake in shares of iShares Gold Trust in the 1st quarter worth $9,270,000. Outlook Wealth Advisors LLC increased its position in iShares Gold Trust by 48.7% in the fourth quarter. Outlook Wealth Advisors LLC now owns 24,046 shares of the exchange traded fund’s stock worth $1,952,000 after buying an additional 7,876 shares in the last quarter. Finally, Greykasell Wealth Strategies Inc. lifted its position in shares of iShares Gold Trust by 1,107.5% during the 4th quarter. Greykasell Wealth Strategies Inc. now owns 10,240 shares of the exchange traded fund’s stock valued at $831,000 after buying an additional 9,392 shares in the last quarter. 59.67% of the stock is owned by institutional investors.

Key Stories Impacting iShares Gold Trust

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

  • Positive Sentiment: July retail sales unexpectedly fell 0.6%, while August consumer sentiment dropped to 51 versus expectations of 54.5. The weaker consumer data increased expectations that the Fed may keep rates steady in September, supporting gold and IAU. Gold rallies after retail sales drop
  • Positive Sentiment: Soft CPI and PPI readings, rising jobless claims, and a pullback in the dollar have eased rate-hike concerns and helped keep precious metals above recent trading levels. Gold rebounds as dollar pulls back
  • Positive Sentiment: UBS said gold could challenge $5,000 per ounce in the first half of 2027, citing lower real rates, a weaker dollar, and continued sovereign and central-bank demand. This reinforces the longer-term bullish case for IAU. UBS gold forecast
  • Neutral Sentiment: Investors will watch next week’s Fed minutes, housing data, and manufacturing activity for clues about economic growth and monetary policy. These releases could produce significant volatility for gold and IAU. Gold looks to Fed minutes and economic data
  • Negative Sentiment: Gold has struggled to extend its rebound near the $4,450-$4,500 resistance area. Analysts warn that a pullback or profit-taking could occur before another sustained advance, limiting near-term upside for IAU. Gold pullback risk after resistance test

iShares Gold Trust Stock Performance

Shares of NYSEARCA:IAU opened at $82.28 on Monday. The stock has a 50 day moving average of $77.97 and a 200 day moving average of $85.93. The company has a market cap of $67.96 billion, a PE ratio of 5.53 and a beta of 0.18. iShares Gold Trust has a 12-month low of $62.48 and a 12-month high of $104.40.

About iShares Gold Trust

(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).

Further Reading

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