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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