OFC FINANCIAL PLANNING, LLC IAU Holdings History
OFC FINANCIAL PLANNING, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 35,417.00 shares of iShares Gold Trust(IAU), totaling $2.09 Mil. This investment constitutes 2.36% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then OFC FINANCIAL PLANNING, LLC has made 1 purchases of IAU, at an average price of $50.42, for a total of 35,417.00 shares. Based on historical transaction data and IAU's current price of $62.78, OFC FINANCIAL PLANNING, LLC's estimated gain on his IAU holdings is $437,715.49, reflecting a 24.51% gain to date.
OFC FINANCIAL PLANNING, LLC IAU ($62.78) Holding Chart
OFC FINANCIAL PLANNING, LLC IAU ($62.78) 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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