Atria Investments LLC Has $677,000 Stake in iShares Gold Trust (IAU)

Atria Investments LLC grew its stake in shares of iShares Gold Trust (NYSEARCA:IAU) by 22.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 59,254 shares of the exchange traded fund’s stock after purchasing an additional 10,724 shares during the quarter. Atria Investments LLC’s holdings in iShares Gold Trust were worth $677,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Morgan Stanley boosted its stake in shares of iShares Gold Trust by 1.0% during the second quarter. Morgan Stanley now owns 14,828,426 shares of the exchange traded fund’s stock valued at $178,238,000 after purchasing an additional 148,424 shares during the period. People s United Financial Inc. lifted its stake in iShares Gold Trust by 6.6% in the second quarter. People s United Financial Inc. now owns 2,591,367 shares of the exchange traded fund’s stock worth $31,149,000 after acquiring an additional 160,662 shares during the period. Nelson Van Denburg & Campbell Wealth Management Group LLC lifted its stake in iShares Gold Trust by 20.6% in the second quarter. Nelson Van Denburg & Campbell Wealth Management Group LLC now owns 97,842 shares of the exchange traded fund’s stock worth $1,176,000 after acquiring an additional 16,697 shares during the period. Gould Asset Management LLC CA lifted its stake in iShares Gold Trust by 9.7% in the second quarter. Gould Asset Management LLC CA now owns 144,559 shares of the exchange traded fund’s stock worth $1,738,000 after acquiring an additional 12,770 shares during the period. Finally, Raymond James & Associates lifted its stake in iShares Gold Trust by 18.7% in the second quarter. Raymond James & Associates now owns 870,928 shares of the exchange traded fund’s stock worth $10,469,000 after acquiring an additional 137,044 shares during the period.

Shares of IAU stock opened at $11.72 on Thursday. iShares Gold Trust has a 52 week low of $11.25 and a 52 week high of $13.11.

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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