Cypress Capital Group IAU Holdings History

Number of Shares
186,135.00
Current Holdings Value*
$10.97 Mil
% of Portfolio
1.44%
Total Estimate Gain
$3.66 Mil
% of Total Estimate Gain
39.30%

Cypress Capital Group's iShares Gold Trust Holding Summary

As of 2025-03-31, Cypress Capital Group held 186,135.00 shares of iShares Gold Trust(IAU), totaling $10.97 Mil. This investment constitutes 1.44% of their stock portfolio, and Cypress Capital Group now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2020Q4. And since then Cypress Capital Group has made 9 purchases of IAU, at an average price of $42.03, for a total of 221,418.00 shares. In addition, there have been 9 sales at an average price of $35.48 for 35,283.00 shares. Based on historical transaction data and IAU's current price of $62.92, Cypress Capital Group's estimated gain on his IAU holdings is $3.66 Mil, reflecting a 39.30% gain to date.

Cypress Capital Group IAU ($62.92) Holding Chart

Cypress Capital Group IAU ($62.92) 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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