Fortis Group Advisors, LLC IAU Holdings History
Fortis Group Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 156,952.00 shares of iShares Gold Trust(IAU), totaling $9.25 Mil. This investment constitutes 1.8% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 6 purchases of IAU, at an average price of $43.09, for a total of 367,410.00 shares. In addition, there have been 2 sales at an average price of $48.57 for 210,458.00 shares. Based on historical transaction data and IAU's current price of $63.53, Fortis Group Advisors, LLC's estimated gain on his IAU holdings is $4.36 Mil, reflecting a 27.57% gain to date.
Fortis Group Advisors, LLC IAU ($63.53) Holding Chart
Fortis Group Advisors, LLC IAU ($63.53) 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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