Number of Shares
359,662.00
Current Holdings Value*
$21.21 Mil
% of Portfolio
2.69%
Total Estimate Gain
$15.74 Mil
% of Total Estimate Gain
44.29%

JAMES INVESTMENT RESEARCH, INC.'s iShares Gold Trust Holding Summary

As of 2025-03-31, JAMES INVESTMENT RESEARCH, INC. held 359,662.00 shares of iShares Gold Trust(IAU), totaling $21.21 Mil. This investment constitutes 2.69% of their stock portfolio, and JAMES INVESTMENT RESEARCH, INC. now holds 0.05% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2013Q4. And since then JAMES INVESTMENT RESEARCH, INC. has made 8 purchases of IAU, at an average price of $30.25, for a total of 1.17 Mil shares. In addition, there have been 17 sales at an average price of $34.98 for 814,832.50 shares. Based on historical transaction data and IAU's current price of $63.30, JAMES INVESTMENT RESEARCH, INC.'s estimated gain on his IAU holdings is $15.74 Mil, reflecting a 44.29% gain to date.

JAMES INVESTMENT RESEARCH, INC. IAU ($63.30) Holding Chart

JAMES INVESTMENT RESEARCH, INC. IAU ($63.30) 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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