iShares Gold Trust (NYSEARCA:IAU) Shares Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC grew its stake in iShares Gold Trust (NYSEARCA:IAU – Get Rating) by 22.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,799 shares of the exchange traded fund’s stock after purchasing an additional 2,679 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $467,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of IAU. Avion Wealth bought a new stake in shares of iShares Gold Trust during the 2nd quarter valued at about $29,000. Psagot Value Holdings Ltd. Israel bought a new stake in shares of iShares Gold Trust during the 3rd quarter valued at about $32,000. Valley National Advisers Inc. grew its position in shares of iShares Gold Trust by 98.2% during the 3rd quarter. Valley National Advisers Inc. now owns 1,092 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 541 shares during the last quarter. Salem Investment Counselors Inc. grew its position in shares of iShares Gold Trust by 191.8% during the 2nd quarter. Salem Investment Counselors Inc. now owns 1,103 shares of the exchange traded fund’s stock valued at $38,000 after buying an additional 725 shares during the last quarter. Finally, McClarren Financial Advisors Inc. bought a new stake in shares of iShares Gold Trust during the 3rd quarter valued at about $47,000. Institutional investors and hedge funds own 62.40% of the company’s stock.

iShares Gold Trust Stock Up 2.9 %

Shares of NYSEARCA:IAU opened at $37.49 on Friday. iShares Gold Trust has a fifty-two week low of $30.69 and a fifty-two week high of $37.90. The firm has a 50-day simple moving average of $35.65 and a 200 day simple moving average of $33.75.

About iShares Gold Trust

(Get Rating)

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.