FORBES J M & CO LLP IAU Holdings History
FORBES J M & CO LLP's iShares Gold Trust Holding Summary
As of 2025-03-31, FORBES J M & CO LLP held 1.45 Mil shares of iShares Gold Trust(IAU), totaling $85.34 Mil. This investment constitutes 8.27% of their stock portfolio, and FORBES J M & CO LLP now holds 0.19% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q1. And since then FORBES J M & CO LLP has made 11 purchases of IAU, at an average price of $33.41, for a total of 1.65 Mil shares. In addition, there have been 10 sales at an average price of $34.54 for 202,732.00 shares. Based on historical transaction data and IAU's current price of $62.92, FORBES J M & CO LLP's estimated gain on his IAU holdings is $42.95 Mil, reflecting a 77.91% gain to date.
FORBES J M & CO LLP IAU ($62.92) Holding Chart
FORBES J M & CO LLP 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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