Modus Advisors, LLC IAU Holdings History

Number of Shares
314,305.00
Current Holdings Value*
$18.53 Mil
% of Portfolio
6.07%
Total Estimate Gain
$10.73 Mil
% of Total Estimate Gain
54.79%

Modus Advisors, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, Modus Advisors, LLC held 314,305.00 shares of iShares Gold Trust(IAU), totaling $18.53 Mil. This investment constitutes 6.07% of their stock portfolio, and Modus Advisors, LLC now holds 0.04% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2019Q4. And since then Modus Advisors, LLC has made 10 purchases of IAU, at an average price of $31.76, for a total of 616,513.50 shares. In addition, there have been 11 sales at an average price of $35.12 for 302,208.50 shares. Based on historical transaction data and IAU's current price of $62.67, Modus Advisors, LLC's estimated gain on his IAU holdings is $10.73 Mil, reflecting a 54.79% gain to date.

Modus Advisors, LLC IAU ($62.67) Holding Chart

Modus Advisors, LLC IAU ($62.67) 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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