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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