Old Port Advisors IAU Holdings History

Number of Shares
150,107.00
Current Holdings Value*
$8.85 Mil
% of Portfolio
2.62%
Total Estimate Gain
$4.04 Mil
% of Total Estimate Gain
69.76%

Old Port Advisors's iShares Gold Trust Holding Summary

As of 2025-03-31, Old Port Advisors held 150,107.00 shares of iShares Gold Trust(IAU), totaling $8.85 Mil. This investment constitutes 2.62% of their stock portfolio, and Old Port Advisors now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q1. And since then Old Port Advisors has made 14 purchases of IAU, at an average price of $36.22, for a total of 159,802.50 shares. In addition, there have been 2 sales at an average price of $40.12 for 9,695.50 shares. Based on historical transaction data and IAU's current price of $62.87, Old Port Advisors's estimated gain on his IAU holdings is $4.04 Mil, reflecting a 69.76% gain to date.

Old Port Advisors IAU ($62.87) Holding Chart

Old Port Advisors 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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