iShares Gold Trust $IAU Shares Purchased by EP Wealth Advisors LLC

EP Wealth Advisors LLC grew its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 13.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,762 shares of the exchange traded fund’s stock after acquiring an additional 3,143 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $1,578,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of IAU. Smallwood Wealth Investment Management LLC acquired a new position in iShares Gold Trust in the 1st quarter worth approximately $27,000. BankPlus Trust Department acquired a new position in iShares Gold Trust in the 1st quarter worth approximately $27,000. Dunhill Financial LLC increased its holdings in iShares Gold Trust by 86.6% in the 1st quarter. Dunhill Financial LLC now owns 472 shares of the exchange traded fund’s stock worth $28,000 after buying an additional 219 shares during the period. Garrison Bradford & Associates Inc. acquired a new position in iShares Gold Trust in the 1st quarter worth approximately $29,000. Finally, Wood Tarver Financial Group LLC acquired a new position in iShares Gold Trust in the 4th quarter worth approximately $31,000. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Trading Down 0.4%

Shares of NYSEARCA:IAU opened at $66.91 on Friday. iShares Gold Trust has a twelve month low of $46.94 and a twelve month high of $67.44. The company’s 50 day moving average is $63.44 and its 200 day moving average is $61.19. The company has a market cap of $51.26 billion, a PE ratio of 5.53 and a beta of 0.15.

iShares Gold Trust Company 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.