Kelly Financial Services LLC IAU Holdings History
Kelly Financial Services LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Kelly Financial Services LLC held 105,563.00 shares of iShares Gold Trust(IAU), totaling $6.22 Mil. This investment constitutes 2.16% of their stock portfolio, and Kelly Financial Services LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q2. And since then Kelly Financial Services LLC has made 4 purchases of IAU, at an average price of $34.69, for a total of 12.04 Mil shares. In addition, there have been 11 sales at an average price of $34.08 for 11.93 Mil shares. Based on historical transaction data and IAU's current price of $62.80, Kelly Financial Services LLC's estimated gain on his IAU holdings is $-4.32 Mil, reflecting a -1.03% gain to date.
Kelly Financial Services LLC IAU ($62.80) Holding Chart
Kelly Financial Services LLC IAU ($62.80) 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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