MBA Advisors LLC IAU Holdings History
Number of Shares
139,438.00
Current Holdings Value*
$8.22 Mil
% of Portfolio
4.07%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
73.42%
MBA Advisors LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, MBA Advisors LLC held 139,438.00 shares of iShares Gold Trust(IAU), totaling $8.22 Mil. This investment constitutes 4.07% of their stock portfolio, and MBA Advisors LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q1. And since then MBA Advisors LLC has made 12 purchases of IAU, at an average price of $35.37, for a total of 154,279.00 shares. In addition, there have been 4 sales at an average price of $46.94 for 14,841.00 shares. Based on historical transaction data and IAU's current price of $62.87, MBA Advisors LLC's estimated gain on his IAU holdings is $4.01 Mil, reflecting a 73.42% gain to date.
MBA Advisors LLC IAU ($62.87) Holding Chart
MBA Advisors LLC IAU ($62.87) 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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