Leonard Rickey Investment Advisors P.L.L.C. IAU Holdings History
Leonard Rickey Investment Advisors P.L.L.C.'s iShares Gold Trust Holding Summary
As of 2025-06-30, Leonard Rickey Investment Advisors P.L.L.C. held 252,446.00 shares of iShares Gold Trust(IAU), totaling $15.74 Mil. This investment constitutes 3.14% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q1. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 14 purchases of IAU, at an average price of $38.37, for a total of 328,226.00 shares. In addition, there have been 6 sales at an average price of $39.59 for 75,780.00 shares. Based on historical transaction data and IAU's current price of $63.53, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his IAU holdings is $6.44 Mil, reflecting a 51.15% gain to date.
Leonard Rickey Investment Advisors P.L.L.C. IAU ($63.53) Holding Chart
Leonard Rickey Investment Advisors P.L.L.C. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
