Number of Shares
417,432.00
Current Holdings Value*
$24.61 Mil
% of Portfolio
12.94%
Total Estimate Gain
$14.14 Mil
% of Total Estimate Gain
94.06%

Independent Family Office, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, Independent Family Office, LLC held 417,432.00 shares of iShares Gold Trust(IAU), totaling $24.61 Mil. This investment constitutes 12.94% of their stock portfolio, and Independent Family Office, LLC now holds 0.06% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 12 purchases of IAU, at an average price of $30.50, for a total of 492,852.50 shares. In addition, there have been 8 sales at an average price of $38.79 for 75,420.50 shares. Based on historical transaction data and IAU's current price of $62.87, Independent Family Office, LLC's estimated gain on his IAU holdings is $14.14 Mil, reflecting a 94.06% gain to date.

Independent Family Office, LLC IAU ($62.87) Holding Chart

Independent Family Office, LLC 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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