Number of Shares
233,026.00
Current Holdings Value*
$13.74 Mil
% of Portfolio
0.68%
Total Estimate Gain
$5.55 Mil
% of Total Estimate Gain
19.40%

LEAVELL INVESTMENT MANAGEMENT, INC.'s iShares Gold Trust Holding Summary

As of 2025-03-31, LEAVELL INVESTMENT MANAGEMENT, INC. held 233,026.00 shares of iShares Gold Trust(IAU), totaling $13.74 Mil. This investment constitutes 0.68% of their stock portfolio, and LEAVELL INVESTMENT MANAGEMENT, INC. now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2013Q4. And since then LEAVELL INVESTMENT MANAGEMENT, INC. has made 16 purchases of IAU, at an average price of $35.18, for a total of 813,490.50 shares. In addition, there have been 8 sales at an average price of $34.12 for 580,464.50 shares. Based on historical transaction data and IAU's current price of $61.65, LEAVELL INVESTMENT MANAGEMENT, INC.'s estimated gain on his IAU holdings is $5.55 Mil, reflecting a 19.40% gain to date.

LEAVELL INVESTMENT MANAGEMENT, INC. IAU ($61.65) Holding Chart

LEAVELL INVESTMENT MANAGEMENT, INC. IAU ($61.65) 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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