iShares Gold Trust (NYSEARCA:IAU) Shares Acquired by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC raised its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 29.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 753,522 shares of the exchange traded fund’s stock after purchasing an additional 169,497 shares during the period. Dynasty Wealth Management LLC owned 0.11% of iShares Gold Trust worth $37,307,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Strategic Financial Concepts LLC acquired a new stake in shares of iShares Gold Trust during the 4th quarter worth $442,000. Sanchez Wealth Management Group acquired a new position in iShares Gold Trust in the fourth quarter valued at $228,000. JPMorgan Chase & Co. grew its position in iShares Gold Trust by 9.6% during the third quarter. JPMorgan Chase & Co. now owns 11,217,258 shares of the exchange traded fund’s stock valued at $557,498,000 after acquiring an additional 981,362 shares during the period. Independent Family Office LLC increased its stake in iShares Gold Trust by 4.1% during the third quarter. Independent Family Office LLC now owns 425,857 shares of the exchange traded fund’s stock worth $21,155,000 after acquiring an additional 16,827 shares during the last quarter. Finally, Silverleafe Capital Partners LLC raised its holdings in shares of iShares Gold Trust by 0.4% in the 4th quarter. Silverleafe Capital Partners LLC now owns 188,431 shares of the exchange traded fund’s stock worth $9,329,000 after purchasing an additional 689 shares during the period. Hedge funds and other institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Stock Performance

Shares of NYSEARCA:IAU opened at $54.20 on Friday. The stock has a market capitalization of $36.78 billion, a P/E ratio of -33.32 and a beta of 0.20. iShares Gold Trust has a 1 year low of $38.41 and a 1 year high of $55.70. The stock has a 50-day simple moving average of $52.19 and a 200-day simple moving average of $50.39.

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.