iShares Gold Trust $IAU Shares Bought by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC boosted its holdings in iShares Gold Trust (NYSEARCA:IAU) by 2.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 732,123 shares of the exchange traded fund’s stock after buying an additional 18,890 shares during the quarter. iShares Gold Trust makes up about 2.1% of EverSource Wealth Advisors LLC’s holdings, making the stock its 4th largest position. EverSource Wealth Advisors LLC owned 0.10% of iShares Gold Trust worth $45,655,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Bryn Mawr Trust Advisors LLC increased its holdings in iShares Gold Trust by 79.9% in the second quarter. Bryn Mawr Trust Advisors LLC now owns 51,910 shares of the exchange traded fund’s stock valued at $3,237,000 after buying an additional 23,054 shares in the last quarter. Americana Partners LLC increased its stake in iShares Gold Trust by 9.0% in the 2nd quarter. Americana Partners LLC now owns 26,166 shares of the exchange traded fund’s stock valued at $1,632,000 after purchasing an additional 2,158 shares in the last quarter. Stokes Family Office LLC increased its stake in iShares Gold Trust by 2.7% in the 2nd quarter. Stokes Family Office LLC now owns 93,539 shares of the exchange traded fund’s stock valued at $5,833,000 after purchasing an additional 2,491 shares in the last quarter. Alpha Cubed Investments LLC boosted its position in shares of iShares Gold Trust by 110.2% in the 2nd quarter. Alpha Cubed Investments LLC now owns 9,093 shares of the exchange traded fund’s stock worth $567,000 after buying an additional 4,768 shares in the last quarter. Finally, McAdam LLC boosted its position in shares of iShares Gold Trust by 4.6% in the 2nd quarter. McAdam LLC now owns 7,687 shares of the exchange traded fund’s stock worth $479,000 after buying an additional 341 shares in the last quarter. 59.67% of the stock is currently owned by institutional investors and hedge funds.

iShares Gold Trust Trading Down 0.1%

NYSEARCA:IAU opened at $79.23 on Thursday. The company has a market capitalization of $65.29 billion, a P/E ratio of 5.53 and a beta of 0.09. The firm has a 50-day moving average price of $76.45 and a two-hundred day moving average price of $68.46. iShares Gold Trust has a twelve month low of $48.83 and a twelve month high of $82.55.

About iShares Gold Trust

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.