Beacon Harbor Wealth Advisors, Inc. IAU Holdings History
Beacon Harbor Wealth Advisors, Inc.'s iShares Gold Trust Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 239,999.00 shares of iShares Gold Trust(IAU), totaling $14.15 Mil. This investment constitutes 3.29% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q2. And since then Beacon Harbor Wealth Advisors, Inc. has made 10 purchases of IAU, at an average price of $36.27, for a total of 1.12 Mil shares. In addition, there have been 4 sales at an average price of $35.73 for 883,571.00 shares. Based on historical transaction data and IAU's current price of $63.05, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his IAU holdings is $5.95 Mil, reflecting a 14.60% gain to date.
Beacon Harbor Wealth Advisors, Inc. IAU ($63.05) Holding Chart
Beacon Harbor Wealth Advisors, Inc. IAU ($63.05) 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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