CARL STUART INVESTMENT ADVISOR, INC IAU Holdings History
CARL STUART INVESTMENT ADVISOR, INC's iShares Gold Trust Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 610,426.00 shares of iShares Gold Trust(IAU), totaling $35.99 Mil. This investment constitutes 20.32% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0.08% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q4. And since then CARL STUART INVESTMENT ADVISOR, INC has made 6 purchases of IAU, at an average price of $34.67, for a total of 853,801.00 shares. In addition, there have been 7 sales at an average price of $34.17 for 243,375.00 shares. Based on historical transaction data and IAU's current price of $62.42, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his IAU holdings is $16.82 Mil, reflecting a 56.82% gain to date.
CARL STUART INVESTMENT ADVISOR, INC IAU ($62.42) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC IAU ($62.42) 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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