Financial Alternatives, Inc IAU Holdings History
Financial Alternatives, Inc's iShares Gold Trust Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 67,307.00 shares of iShares Gold Trust(IAU), totaling $3.97 Mil. This investment constitutes 2.83% of their stock portfolio, and Financial Alternatives, Inc now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 2 purchases of IAU, at an average price of $33.05, for a total of 75,072.00 shares. In addition, there have been 7 sales at an average price of $39.39 for 7,765.00 shares. Based on historical transaction data and IAU's current price of $62.26, Financial Alternatives, Inc's estimated gain on his IAU holdings is $2.02 Mil, reflecting a 81.23% gain to date.
Financial Alternatives, Inc IAU ($62.26) Holding Chart
Financial Alternatives, Inc IAU ($62.26) 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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