Bay Harbor Wealth Management, LLC IAU Holdings History
Bay Harbor Wealth Management, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 47,183.00 shares of iShares Gold Trust(IAU), totaling $2.78 Mil. This investment constitutes 0.88% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2022Q1. And since then Bay Harbor Wealth Management, LLC has made 3 purchases of IAU, at an average price of $53.12, for a total of 47,416.00 shares. In addition, there have been 1 sales at an average price of $35.59 for 233.00 shares. Based on historical transaction data and IAU's current price of $62.26, Bay Harbor Wealth Management, LLC's estimated gain on his IAU holdings is $427,062.73, reflecting a 16.95% gain to date.
Bay Harbor Wealth Management, LLC IAU ($62.26) Holding Chart
Bay Harbor Wealth Management, LLC IAU ($62.26) 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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