IFP Advisors, Inc IAU Holdings History

Number of Shares
535,504.00
Current Holdings Value*
$31.57 Mil
% of Portfolio
0.97%
Total Estimate Gain
$12.33 Mil
% of Total Estimate Gain
22.69%

IFP Advisors, Inc's iShares Gold Trust Holding Summary

As of 2025-03-31, IFP Advisors, Inc held 535,504.00 shares of iShares Gold Trust(IAU), totaling $31.57 Mil. This investment constitutes 0.97% of their stock portfolio, and IFP Advisors, Inc now holds 0.07% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2018Q2. And since then IFP Advisors, Inc has made 14 purchases of IAU, at an average price of $36.23, for a total of 1.50 Mil shares. In addition, there have been 9 sales at an average price of $34.08 for 964,404.00 shares. Based on historical transaction data and IAU's current price of $63.13, IFP Advisors, Inc's estimated gain on his IAU holdings is $12.33 Mil, reflecting a 22.69% gain to date.

IFP Advisors, Inc IAU ($63.13) Holding Chart

IFP Advisors, Inc 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 %

Top Ranked Articles

  • 1