Intellus Advisors LLC IAU Holdings History
Number of Shares
687,451.00
Current Holdings Value*
$40.53 Mil
% of Portfolio
7.08%
Total Estimate Gain
$9.20 Mil
% of Total Estimate Gain
23.41%
Intellus Advisors LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Intellus Advisors LLC held 687,451.00 shares of iShares Gold Trust(IAU), totaling $40.53 Mil. This investment constitutes 7.08% of their stock portfolio, and Intellus Advisors LLC now holds 0.09% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $54.09 for 94,763.00 shares. Based on historical transaction data and IAU's current price of $63.11, Intellus Advisors LLC's estimated gain on his IAU holdings is $9.20 Mil, reflecting a 23.41% gain to date.
Intellus Advisors LLC IAU ($63.11) Holding Chart
Intellus Advisors LLC IAU ($63.11) 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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