White Lighthouse Investment Management Inc. Has $4.05 Million Position in iShares Gold Trust (NYSEARCA:IAU)

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White Lighthouse Investment Management Inc. grew its holdings in shares of iShares Gold Trust (NYSEARCA:IAU) by 7.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 327,440 shares of the exchange traded fund’s stock after buying an additional 23,370 shares during the quarter. iShares Gold Trust makes up 1.9% of White Lighthouse Investment Management Inc.’s portfolio, making the stock its 15th largest position. White Lighthouse Investment Management Inc.’s holdings in iShares Gold Trust were worth $4,054,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Morgan Stanley raised its holdings in shares of iShares Gold Trust by 19.2% in the 3rd quarter. Morgan Stanley now owns 17,674,165 shares of the exchange traded fund’s stock valued at $202,016,000 after purchasing an additional 2,845,739 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of iShares Gold Trust by 20.4% in the 1st quarter. JPMorgan Chase & Co. now owns 12,344,567 shares of the exchange traded fund’s stock valued at $152,826,000 after purchasing an additional 2,090,641 shares during the period. CENTRAL TRUST Co raised its holdings in shares of iShares Gold Trust by 20.2% in the 1st quarter. CENTRAL TRUST Co now owns 4,841,095 shares of the exchange traded fund’s stock valued at $59,933,000 after purchasing an additional 812,023 shares during the period. Raymond James & Associates raised its holdings in shares of iShares Gold Trust by 33.1% in the 1st quarter. Raymond James & Associates now owns 3,424,187 shares of the exchange traded fund’s stock valued at $42,391,000 after purchasing an additional 852,032 shares during the period. Finally, Athena Capital Advisors LLC raised its holdings in shares of iShares Gold Trust by 10.4% in the 1st quarter. Athena Capital Advisors LLC now owns 3,314,972 shares of the exchange traded fund’s stock valued at $42,200,000 after purchasing an additional 313,187 shares during the period.

Shares of IAU stock traded down $0.03 on Tuesday, reaching $12.69. The stock had a trading volume of 9,094,870 shares, compared to its average volume of 14,266,821. iShares Gold Trust has a 12 month low of $11.25 and a 12 month high of $12.91.

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iShares Gold Trust 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.

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

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