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 % |
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