iShares Gold Trust $IAU Shares Sold by White Lighthouse Investment Management Inc.

White Lighthouse Investment Management Inc. trimmed its holdings in shares of iShares Gold Trust (NYSEARCA:IAUFree Report) by 4.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 206,671 shares of the exchange traded fund’s stock after selling 8,975 shares during the period. iShares Gold Trust comprises approximately 2.3% of White Lighthouse Investment Management Inc.’s investment portfolio, making the stock its 10th largest holding. White Lighthouse Investment Management Inc.’s holdings in iShares Gold Trust were worth $16,775,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the company. Schmidt P J Investment Management Inc. increased its holdings in iShares Gold Trust by 1.1% in the 4th quarter. Schmidt P J Investment Management Inc. now owns 9,362 shares of the exchange traded fund’s stock worth $760,000 after acquiring an additional 106 shares during the last quarter. Foster Group Inc. increased its holdings in iShares Gold Trust by 2.4% in the 4th quarter. Foster Group Inc. now owns 5,126 shares of the exchange traded fund’s stock worth $416,000 after acquiring an additional 120 shares during the last quarter. Two West Capital Advisors LLC increased its holdings in iShares Gold Trust by 1.9% in the 4th quarter. Two West Capital Advisors LLC now owns 7,035 shares of the exchange traded fund’s stock worth $571,000 after acquiring an additional 132 shares during the last quarter. Focused Wealth Management Inc increased its holdings in iShares Gold Trust by 3.4% in the 4th quarter. Focused Wealth Management Inc now owns 4,063 shares of the exchange traded fund’s stock worth $330,000 after acquiring an additional 132 shares during the last quarter. Finally, PUREfi Wealth LLC increased its holdings in iShares Gold Trust by 1.6% in the 4th quarter. PUREfi Wealth LLC now owns 8,861 shares of the exchange traded fund’s stock worth $719,000 after acquiring an additional 141 shares during the last quarter. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Down 0.7%

IAU stock opened at $84.81 on Friday. The firm has a market capitalization of $72.20 billion, a PE ratio of 5.53 and a beta of 0.16. iShares Gold Trust has a twelve month low of $61.37 and a twelve month high of $104.40. The stock has a 50-day simple moving average of $88.05 and a two-hundred day simple moving average of $86.98.

Key iShares Gold Trust News

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iShares Gold Trust Profile

(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).

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Institutional Ownership by Quarter for iShares Gold Trust (NYSEARCA:IAU)

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