EverSource Wealth Advisors, LLC IAU Holdings History
EverSource Wealth Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 713,233.00 shares of iShares Gold Trust(IAU), totaling $42.05 Mil. This investment constitutes 2.32% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.1% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 10 purchases of IAU, at an average price of $36.79, for a total of 800,408.00 shares. In addition, there have been 3 sales at an average price of $39.80 for 87,175.00 shares. Based on historical transaction data and IAU's current price of $62.96, EverSource Wealth Advisors, LLC's estimated gain on his IAU holdings is $18.93 Mil, reflecting a 64.30% gain to date.
EverSource Wealth Advisors, LLC IAU ($62.96) Holding Chart
EverSource Wealth Advisors, LLC 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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