RFG - Bristol Wealth Advisors, LLC IAU Holdings History
RFG - Bristol Wealth Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 126,142.00 shares of iShares Gold Trust(IAU), totaling $7.44 Mil. This investment constitutes 2.49% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then RFG - Bristol Wealth Advisors, LLC has made 1 purchases of IAU, at an average price of $53.40, for a total of 126,142.00 shares. Based on historical transaction data and IAU's current price of $63.05, RFG - Bristol Wealth Advisors, LLC's estimated gain on his IAU holdings is $1.22 Mil, reflecting a 18.07% gain to date.
RFG - Bristol Wealth Advisors, LLC IAU ($63.05) Holding Chart
RFG - Bristol Wealth Advisors, LLC IAU ($63.05) 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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