KB FINANCIAL PARTNERS, LLC IAU Holdings History
KB FINANCIAL PARTNERS, LLC's iShares Gold Trust Holding Summary
As of 2023-09-30, KB FINANCIAL PARTNERS, LLC held 475,781.00 shares of iShares Gold Trust(IAU), totaling $16.65 Mil. This investment constitutes 4.76% of their stock portfolio, and KB FINANCIAL PARTNERS, LLC now holds 0.06% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q1. And since then KB FINANCIAL PARTNERS, LLC has made 6 purchases of IAU, at an average price of $34.32, for a total of 519,960.00 shares. In addition, there have been 4 sales at an average price of $33.55 for 44,179.00 shares. Based on historical transaction data and IAU's current price of $62.85, KB FINANCIAL PARTNERS, LLC's estimated gain on his IAU holdings is $13.54 Mil, reflecting a 75.85% gain to date.
KB FINANCIAL PARTNERS, LLC IAU ($62.85) Holding Chart
KB FINANCIAL PARTNERS, LLC IAU ($62.85) 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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