Upper Left Wealth Management LLC Grows Stock Holdings in iShares Gold Trust (NYSEARCA:IAU)

Upper Left Wealth Management LLC boosted its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 0.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 230,061 shares of the exchange traded fund’s stock after purchasing an additional 1,680 shares during the quarter. iShares Gold Trust comprises 9.7% of Upper Left Wealth Management LLC’s holdings, making the stock its biggest position. Upper Left Wealth Management LLC’s holdings in iShares Gold Trust were worth $11,390,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. AQR Capital Management LLC bought a new position in iShares Gold Trust during the 2nd quarter worth approximately $683,000. Massmutual Trust Co. FSB ADV grew its holdings in shares of iShares Gold Trust by 1.2% in the 3rd quarter. Massmutual Trust Co. FSB ADV now owns 28,613 shares of the exchange traded fund’s stock valued at $1,422,000 after buying an additional 338 shares during the period. Lowe Wealth Advisors LLC increased its holdings in shares of iShares Gold Trust by 0.7% in the third quarter. Lowe Wealth Advisors LLC now owns 168,076 shares of the exchange traded fund’s stock worth $8,353,000 after acquiring an additional 1,110 shares in the last quarter. Unique Wealth LLC bought a new position in shares of iShares Gold Trust during the 3rd quarter valued at about $226,000. Finally, Farmers Trust Co. grew its position in shares of iShares Gold Trust by 17.8% in the 3rd quarter. Farmers Trust Co. now owns 9,246 shares of the exchange traded fund’s stock valued at $460,000 after purchasing an additional 1,400 shares during the period. 59.67% of the stock is currently owned by institutional investors and hedge funds.

iShares Gold Trust Stock Performance

Shares of IAU stock opened at $52.76 on Friday. iShares Gold Trust has a 52 week low of $37.53 and a 52 week high of $52.81. The company’s 50 day moving average price is $50.31 and its two-hundred day moving average price is $49.12.

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.