Altman Advisors, Inc. IAU Holdings History

Number of Shares
85,133.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
2.15%
Total Estimate Gain
$2.34 Mil
% of Total Estimate Gain
64.92%

Altman Advisors, Inc.'s iShares Gold Trust Holding Summary

As of 2025-03-31, Altman Advisors, Inc. held 85,133.00 shares of iShares Gold Trust(IAU), totaling $4.66 Mil. This investment constitutes 2.15% of their stock portfolio, and Altman Advisors, Inc. now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q3. And since then Altman Advisors, Inc. has made 9 purchases of IAU, at an average price of $35.94, for a total of 100,163.00 shares. In addition, there have been 5 sales at an average price of $37.45 for 15,030.00 shares. Based on historical transaction data and IAU's current price of $63.13, Altman Advisors, Inc.'s estimated gain on his IAU holdings is $2.34 Mil, reflecting a 64.92% gain to date.

Altman Advisors, Inc. IAU ($63.13) Holding Chart

Altman Advisors, Inc. 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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