D. SCOTT NEAL, INC. IAU Holdings History
D. SCOTT NEAL, INC.'s iShares Gold Trust Holding Summary
As of 2025-06-30, D. SCOTT NEAL, INC. held 73,349.00 shares of iShares Gold Trust(IAU), totaling $4.57 Mil. This investment constitutes 2.28% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2023Q1. And since then D. SCOTT NEAL, INC. has made 6 purchases of IAU, at an average price of $41.14, for a total of 75,587.00 shares. In addition, there have been 4 sales at an average price of $47.43 for 2,238.00 shares. Based on historical transaction data and IAU's current price of $63.30, D. SCOTT NEAL, INC.'s estimated gain on his IAU holdings is $1.64 Mil, reflecting a 52.74% gain to date.
D. SCOTT NEAL, INC. IAU ($63.30) Holding Chart
D. SCOTT NEAL, INC. IAU ($63.30) 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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