Number of Shares
437,788.00
Current Holdings Value*
$25.81 Mil
% of Portfolio
1.36%
Total Estimate Gain
$12.56 Mil
% of Total Estimate Gain
67.63%

Checchi Capital Advisers, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, Checchi Capital Advisers, LLC held 437,788.00 shares of iShares Gold Trust(IAU), totaling $25.81 Mil. This investment constitutes 1.36% of their stock portfolio, and Checchi Capital Advisers, LLC now holds 0.06% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2022Q3. And since then Checchi Capital Advisers, LLC has made 6 purchases of IAU, at an average price of $35.41, for a total of 524,431.00 shares. In addition, there have been 5 sales at an average price of $47.81 for 86,643.00 shares. Based on historical transaction data and IAU's current price of $61.65, Checchi Capital Advisers, LLC's estimated gain on his IAU holdings is $12.56 Mil, reflecting a 67.63% gain to date.

Checchi Capital Advisers, LLC IAU ($61.65) Holding Chart

Checchi Capital Advisers, LLC IAU ($61.65) 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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