Legend Financial Advisors, Inc. IAU Holdings History
Legend Financial Advisors, Inc.'s iShares Gold Trust Holding Summary
As of 2025-06-30, Legend Financial Advisors, Inc. held 219,061.00 shares of iShares Gold Trust(IAU), totaling $13.66 Mil. This investment constitutes 9.08% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q1. And since then Legend Financial Advisors, Inc. has made 10 purchases of IAU, at an average price of $32.72, for a total of 1.57 Mil shares. In addition, there have been 16 sales at an average price of $35.62 for 1.35 Mil shares. Based on historical transaction data and IAU's current price of $63.13, Legend Financial Advisors, Inc.'s estimated gain on his IAU holdings is $10.59 Mil, reflecting a 20.62% gain to date.
Legend Financial Advisors, Inc. IAU ($63.13) Holding Chart
Legend Financial Advisors, Inc. 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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