Briaud Financial Planning, Inc IAU Holdings History
Briaud Financial Planning, Inc's iShares Gold Trust Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 106,846.00 shares of iShares Gold Trust(IAU), totaling $6.30 Mil. This investment constitutes 2.5% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q4. And since then Briaud Financial Planning, Inc has made 4 purchases of IAU, at an average price of $31.97, for a total of 407,379.00 shares. In addition, there have been 14 sales at an average price of $35.43 for 300,533.00 shares. Based on historical transaction data and IAU's current price of $62.35, Briaud Financial Planning, Inc's estimated gain on his IAU holdings is $4.28 Mil, reflecting a 32.89% gain to date.
Briaud Financial Planning, Inc IAU ($62.35) Holding Chart
Briaud Financial Planning, Inc IAU ($62.35) 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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