Keystone Financial Services IAU Holdings History
Number of Shares
58,543.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
1.32%
Total Estimate Gain
$552,645.92
% of Total Estimate Gain
17.45%
Keystone Financial Services's iShares Gold Trust Holding Summary
As of 2025-03-31, Keystone Financial Services held 58,543.00 shares of iShares Gold Trust(IAU), totaling $3.45 Mil. This investment constitutes 1.32% of their stock portfolio, and Keystone Financial Services now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2025Q1. And since then Keystone Financial Services has made 1 purchases of IAU, at an average price of $54.09, for a total of 58,543.00 shares. Based on historical transaction data and IAU's current price of $63.53, Keystone Financial Services's estimated gain on his IAU holdings is $552,645.92, reflecting a 17.45% gain to date.
Keystone Financial Services IAU ($63.53) Holding Chart
Keystone Financial Services IAU ($63.53) 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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