Pacific Point Advisors, LLC IAU Holdings History
Number of Shares
68,862.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
2.33%
Total Estimate Gain
$940,654.92
% of Total Estimate Gain
27.18%
Pacific Point Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, Pacific Point Advisors, LLC held 68,862.00 shares of iShares Gold Trust(IAU), totaling $4.29 Mil. This investment constitutes 2.33% of their stock portfolio, and Pacific Point Advisors, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IAU's current price of $63.91, Pacific Point Advisors, LLC's estimated gain on his IAU holdings is $940,654.92, reflecting a 27.18% gain to date.
Pacific Point Advisors, LLC IAU ($63.91) Holding Chart
Pacific Point Advisors, LLC IAU ($63.91) 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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