My Legacy Advisors, LLC IAU Holdings History
Number of Shares
13,358.00
Current Holdings Value*
$787,590.00
% of Portfolio
0.3%
Total Estimate Gain
$117,283.24
% of Total Estimate Gain
16.23%
My Legacy Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, My Legacy Advisors, LLC held 13,358.00 shares of iShares Gold Trust(IAU), totaling $787,590.00. This investment constitutes 0.3% of their stock portfolio, and My Legacy Advisors, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2025Q1. And since then My Legacy Advisors, LLC has made 1 purchases of IAU, at an average price of $54.09, for a total of 13,358.00 shares. Based on historical transaction data and IAU's current price of $62.87, My Legacy Advisors, LLC's estimated gain on his IAU holdings is $117,283.24, reflecting a 16.23% gain to date.
My Legacy Advisors, LLC IAU ($62.87) Holding Chart
My Legacy 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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