Number of Shares
97,822.00
Current Holdings Value*
$5.77 Mil
% of Portfolio
1.23%
Total Estimate Gain
$4.19 Mil
% of Total Estimate Gain
57.07%

Altiora Financial Group, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, Altiora Financial Group, LLC held 97,822.00 shares of iShares Gold Trust(IAU), totaling $5.77 Mil. This investment constitutes 1.23% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 6 purchases of IAU, at an average price of $36.07, for a total of 203,612.00 shares. In addition, there have been 3 sales at an average price of $50.66 for 105,790.00 shares. Based on historical transaction data and IAU's current price of $63.13, Altiora Financial Group, LLC's estimated gain on his IAU holdings is $4.19 Mil, reflecting a 57.07% gain to date.

Altiora Financial Group, LLC IAU ($63.13) Holding Chart

Altiora Financial Group, LLC IAU ($63.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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