EHRLICH FINANCIAL GROUP IAU Holdings History
EHRLICH FINANCIAL GROUP's iShares Gold Trust Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 38,941.00 shares of iShares Gold Trust(IAU), totaling $2.43 Mil. This investment constitutes 1.57% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of IAU, at an average price of $52.38, for a total of 38,941.00 shares. Based on historical transaction data and IAU's current price of $62.96, EHRLICH FINANCIAL GROUP's estimated gain on his IAU holdings is $411,825.95, reflecting a 20.19% gain to date.
EHRLICH FINANCIAL GROUP IAU ($62.96) Holding Chart
EHRLICH FINANCIAL GROUP IAU ($62.96) 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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