Blueprint Investment Partners LLC Increases Stake in iShares Gold Trust (NYSEARCA:IAU)

Blueprint Investment Partners LLC increased its holdings in iShares Gold Trust (NYSEARCA:IAU) by 0.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 73,891 shares of the exchange traded fund’s stock after acquiring an additional 586 shares during the quarter. Blueprint Investment Partners LLC’s holdings in iShares Gold Trust were worth $3,658,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Compass Financial Services Inc bought a new position in iShares Gold Trust in the fourth quarter worth about $27,000. Wintrust Investments LLC purchased a new position in shares of iShares Gold Trust in the 4th quarter worth approximately $29,000. Financial Life Planners bought a new position in shares of iShares Gold Trust during the 4th quarter worth approximately $33,000. Newbridge Financial Services Group Inc. purchased a new stake in iShares Gold Trust during the fourth quarter valued at approximately $40,000. Finally, Valued Wealth Advisors LLC boosted its stake in iShares Gold Trust by 65.7% in the fourth quarter. Valued Wealth Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 333 shares in the last quarter. Institutional investors own 59.67% of the company’s stock.

iShares Gold Trust Trading Down 0.8 %

NYSEARCA IAU opened at $56.97 on Friday. iShares Gold Trust has a 12-month low of $41.05 and a 12-month high of $57.59. The firm’s fifty day simple moving average is $54.10 and its two-hundred day simple moving average is $51.37. The firm has a market capitalization of $40.81 billion, a P/E ratio of -34.13 and a beta of 0.20.

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.