iShares Gold Trust (NYSEARCA:IAU) Shares Acquired by WESPAC Advisors SoCal LLC

WESPAC Advisors SoCal LLC lifted its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 19.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,747 shares of the exchange traded fund’s stock after purchasing an additional 1,119 shares during the quarter. WESPAC Advisors SoCal LLC’s holdings in iShares Gold Trust were worth $334,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. AQR Capital Management LLC acquired a new stake in iShares Gold Trust during the second quarter worth approximately $683,000. Park Avenue Securities LLC raised its holdings in iShares Gold Trust by 16.5% during the third quarter. Park Avenue Securities LLC now owns 10,286 shares of the exchange traded fund’s stock worth $511,000 after purchasing an additional 1,459 shares in the last quarter. GAMMA Investing LLC raised its holdings in iShares Gold Trust by 158.7% during the third quarter. GAMMA Investing LLC now owns 1,446 shares of the exchange traded fund’s stock worth $72,000 after purchasing an additional 887 shares in the last quarter. Diversified Trust Co raised its holdings in iShares Gold Trust by 17.4% during the third quarter. Diversified Trust Co now owns 6,506 shares of the exchange traded fund’s stock worth $323,000 after purchasing an additional 963 shares in the last quarter. Finally, Chemistry Wealth Management LLC raised its holdings in iShares Gold Trust by 0.4% during the third quarter. Chemistry Wealth Management LLC now owns 299,122 shares of the exchange traded fund’s stock worth $14,866,000 after purchasing an additional 1,293 shares in the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

IAU stock opened at $53.17 on Tuesday. iShares Gold Trust has a twelve month low of $37.53 and a twelve month high of $53.44. The company’s 50 day moving average is $50.39 and its two-hundred day moving average is $49.23.

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.