Number of Shares
17,806.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
3.04%
Total Estimate Gain
$534,350.53
% of Total Estimate Gain
76.47%

CROSSPOINT FINANCIAL, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, CROSSPOINT FINANCIAL, LLC held 17,806.00 shares of iShares Gold Trust(IAU), totaling $1.05 Mil. This investment constitutes 3.04% of their stock portfolio, and CROSSPOINT FINANCIAL, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2022Q4. And since then CROSSPOINT FINANCIAL, LLC has made 1 purchases of IAU, at an average price of $33.61, for a total of 20,792.00 shares. In addition, there have been 2 sales at an average price of $36.59 for 2,986.00 shares. Based on historical transaction data and IAU's current price of $63.12, CROSSPOINT FINANCIAL, LLC's estimated gain on his IAU holdings is $534,350.53, reflecting a 76.47% gain to date.

CROSSPOINT FINANCIAL, LLC IAU ($63.12) Holding Chart

CROSSPOINT FINANCIAL, LLC IAU ($63.12) 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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