Number of Shares
121,123.00
Current Holdings Value*
$3.65 Mil
% of Portfolio
3.04%
Total Estimate Gain
$4.85 Mil
% of Total Estimate Gain
73.58%

Noven Financial Group, Inc.'s iShares Gold Trust Holding Summary

As of 2020-03-31, Noven Financial Group, Inc. held 121,123.00 shares of iShares Gold Trust(IAU), totaling $3.65 Mil. This investment constitutes 3.04% of their stock portfolio, and Noven Financial Group, Inc. now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2014Q1. And since then Noven Financial Group, Inc. has made 9 purchases of IAU, at an average price of $22.68, for a total of 290,474.00 shares. In addition, there have been 8 sales at an average price of $21.67 for 169,351.00 shares. Based on historical transaction data and IAU's current price of $64.09, Noven Financial Group, Inc.'s estimated gain on his IAU holdings is $4.85 Mil, reflecting a 73.58% gain to date.

Noven Financial Group, Inc. IAU ($64.09) Holding Chart

Noven Financial Group, Inc. IAU ($64.09) 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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