Number of Shares
199,461.00
Current Holdings Value*
$11.76 Mil
% of Portfolio
13.05%
Total Estimate Gain
$6.70 Mil
% of Total Estimate Gain
76.06%

Private Harbour Investment Management & Counsel, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, Private Harbour Investment Management & Counsel, L held 199,461.00 shares of iShares Gold Trust(IAU), totaling $11.76 Mil. This investment constitutes 13.05% of their stock portfolio, and Private Harbour Investment Management & Counsel, L now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2014Q1. And since then Private Harbour Investment Management & Counsel, LLC has made 4 purchases of IAU, at an average price of $32.66, for a total of 269,811.00 shares. In addition, there have been 22 sales at an average price of $37.43 for 70,350.00 shares. Based on historical transaction data and IAU's current price of $64.58, Private Harbour Investment Management & Counsel, LLC's estimated gain on his IAU holdings is $6.70 Mil, reflecting a 76.06% gain to date.

Private Harbour Investment Management & Counsel, LLC IAU ($64.58) Holding Chart

Private Harbour Investment Management & Counsel, LLC IAU ($64.58) 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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