Number of Shares
111,113.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
3.09%
Total Estimate Gain
$4.25 Mil
% of Total Estimate Gain
41.13%

Palisades Hudson Asset Management, L.P.'s iShares Gold Trust Holding Summary

As of 2025-03-31, Palisades Hudson Asset Management, L.P. held 111,113.00 shares of iShares Gold Trust(IAU), totaling $6.55 Mil. This investment constitutes 3.09% of their stock portfolio, and Palisades Hudson Asset Management, L.P. now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2018Q2. And since then Palisades Hudson Asset Management, L.P. has made 6 purchases of IAU, at an average price of $31.89, for a total of 324,358.00 shares. In addition, there have been 4 sales at an average price of $35.56 for 213,245.00 shares. Based on historical transaction data and IAU's current price of $63.13, Palisades Hudson Asset Management, L.P.'s estimated gain on his IAU holdings is $4.25 Mil, reflecting a 41.13% gain to date.

Palisades Hudson Asset Management, L.P. IAU ($63.13) Holding Chart

Palisades Hudson Asset Management, L.P. 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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