Oxbow Advisors, LLC IAU Holdings History

Number of Shares
967,484.00
Current Holdings Value*
$57.04 Mil
% of Portfolio
6.03%
Total Estimate Gain
$27.97 Mil
% of Total Estimate Gain
42.81%

Oxbow Advisors, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, Oxbow Advisors, LLC held 967,484.00 shares of iShares Gold Trust(IAU), totaling $57.04 Mil. This investment constitutes 6.03% of their stock portfolio, and Oxbow Advisors, LLC now holds 0.13% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2020Q1. And since then Oxbow Advisors, LLC has made 14 purchases of IAU, at an average price of $34.60, for a total of 1.89 Mil shares. In addition, there have been 7 sales at an average price of $35.01 for 920,734.00 shares. Based on historical transaction data and IAU's current price of $63.13, Oxbow Advisors, LLC's estimated gain on his IAU holdings is $27.97 Mil, reflecting a 42.81% gain to date.

Oxbow Advisors, LLC IAU ($63.13) Holding Chart

Oxbow Advisors, LLC IAU ($63.13) 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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