Icon Wealth Advisors LLC Has $14.30 Million Stock Holdings in iShares Gold Trust $IAU

Icon Wealth Advisors LLC decreased its position in shares of iShares Gold Trust (NYSEARCA:IAUFree Report) by 4.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 176,175 shares of the exchange traded fund’s stock after selling 8,063 shares during the period. iShares Gold Trust comprises 1.0% of Icon Wealth Advisors LLC’s holdings, making the stock its 28th largest holding. Icon Wealth Advisors LLC’s holdings in iShares Gold Trust were worth $14,300,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Godfrey Financial Associates Inc. acquired a new stake in iShares Gold Trust in the fourth quarter valued at approximately $25,000. Rossby Financial LCC boosted its position in iShares Gold Trust by 75.7% in the fourth quarter. Rossby Financial LCC now owns 325 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 140 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new stake in iShares Gold Trust in the third quarter valued at approximately $25,000. Gables Capital Management Inc. boosted its position in iShares Gold Trust by 173.1% in the fourth quarter. Gables Capital Management Inc. now owns 355 shares of the exchange traded fund’s stock valued at $29,000 after buying an additional 225 shares in the last quarter. Finally, Dakota Community Bank & Trust NA acquired a new stake in iShares Gold Trust in the fourth quarter valued at approximately $30,000. Institutional investors and hedge funds own 59.67% of the company’s stock.

iShares Gold Trust Price Performance

Shares of iShares Gold Trust stock opened at $79.19 on Friday. iShares Gold Trust has a fifty-two week low of $61.37 and a fifty-two week high of $104.40. The firm has a market capitalization of $67.42 billion, a P/E ratio of 5.53 and a beta of 0.15. The company’s 50 day moving average price is $86.36 and its two-hundred day moving average price is $87.61.

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iShares Gold Trust Profile

(Free Report)

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. The sponsor of the Trust is iShares Delaware Trust Sponsor LLC (the Sponsor), which is an indirect subsidiary of BlackRock, Inc The trustee of the Trust is The Bank of New York Mellon (the Trustee) and the custodian of the Trust is JPMorgan Chase Bank N.A., London branch (the Custodian).

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Institutional Ownership by Quarter for iShares Gold Trust (NYSEARCA:IAU)

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