High Falls Advisors, Inc IAU Holdings History
Number of Shares
117,251.00
Current Holdings Value*
$6.91 Mil
% of Portfolio
1.62%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
20.64%
High Falls Advisors, Inc's iShares Gold Trust Holding Summary
As of 2025-03-31, High Falls Advisors, Inc held 117,251.00 shares of iShares Gold Trust(IAU), totaling $6.91 Mil. This investment constitutes 1.62% of their stock portfolio, and High Falls Advisors, Inc now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then High Falls Advisors, Inc has made 2 purchases of IAU, at an average price of $52.11, for a total of 117,251.00 shares. Based on historical transaction data and IAU's current price of $62.87, High Falls Advisors, Inc's estimated gain on his IAU holdings is $1.26 Mil, reflecting a 20.64% gain to date.
High Falls Advisors, Inc IAU ($62.87) Holding Chart
High Falls Advisors, Inc IAU ($62.87) 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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