Legacy Financial Group LLC IAU Holdings History
Legacy Financial Group LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 33,064.00 shares of iShares Gold Trust(IAU), totaling $2.06 Mil. This investment constitutes 0.29% of their stock portfolio, and Legacy Financial Group LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then Legacy Financial Group LLC has made 2 purchases of IAU, at an average price of $51.34, for a total of 72,059.00 shares. In addition, there have been 1 sales at an average price of $61.92 for 38,995.00 shares. Based on historical transaction data and IAU's current price of $63.29, Legacy Financial Group LLC's estimated gain on his IAU holdings is $807,510.05, reflecting a 21.83% gain to date.
Legacy Financial Group LLC IAU ($63.29) Holding Chart
Legacy Financial Group LLC IAU ($63.29) 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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