Number of Shares
2.07 Mil
Current Holdings Value*
$121.96 Mil
% of Portfolio
6.59%
Total Estimate Gain
$56.92 Mil
% of Total Estimate Gain
45.90%

GM Advisory Group, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, GM Advisory Group, LLC held 2.07 Mil shares of iShares Gold Trust(IAU), totaling $121.96 Mil. This investment constitutes 6.59% of their stock portfolio, and GM Advisory Group, LLC now holds 0.28% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q2. And since then GM Advisory Group, LLC has made 11 purchases of IAU, at an average price of $35.64, for a total of 3.48 Mil shares. In addition, there have been 5 sales at an average price of $35.68 for 1.41 Mil shares. Based on historical transaction data and IAU's current price of $63.13, GM Advisory Group, LLC's estimated gain on his IAU holdings is $56.92 Mil, reflecting a 45.90% gain to date.

GM Advisory Group, LLC IAU ($63.13) Holding Chart

GM Advisory Group, LLC IAU ($63.13) 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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