L.M. KOHN & COMPANY IAU Holdings History
Number of Shares
18,724.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.29%
Total Estimate Gain
$169,264.96
% of Total Estimate Gain
16.71%
L.M. KOHN & COMPANY's iShares Gold Trust Holding Summary
As of 2025-03-31, L.M. KOHN & COMPANY held 18,724.00 shares of iShares Gold Trust(IAU), totaling $1.10 Mil. This investment constitutes 0.29% of their stock portfolio, and L.M. KOHN & COMPANY now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2025Q1. And since then L.M. KOHN & COMPANY has made 1 purchases of IAU, at an average price of $54.09, for a total of 18,724.00 shares. Based on historical transaction data and IAU's current price of $63.13, L.M. KOHN & COMPANY's estimated gain on his IAU holdings is $169,264.96, reflecting a 16.71% gain to date.
L.M. KOHN & COMPANY IAU ($63.13) Holding Chart
L.M. KOHN & COMPANY IAU ($63.13) 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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