S.A. Mason LLC IAU Holdings History

Number of Shares
17,411.00
Current Holdings Value*
$1.09 Mil
% of Portfolio
0.53%
Total Estimate Gain
$807,055.19
% of Total Estimate Gain
47.64%

S.A. Mason LLC's iShares Gold Trust Holding Summary

As of 2025-06-30, S.A. Mason LLC held 17,411.00 shares of iShares Gold Trust(IAU), totaling $1.09 Mil. This investment constitutes 0.53% of their stock portfolio, and S.A. Mason LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2019Q4. And since then S.A. Mason LLC has made 11 purchases of IAU, at an average price of $34.19, for a total of 49,551.00 shares. In addition, there have been 6 sales at an average price of $43.20 for 32,140.00 shares. Based on historical transaction data and IAU's current price of $63.91, S.A. Mason LLC's estimated gain on his IAU holdings is $807,055.19, reflecting a 47.64% gain to date.

S.A. Mason LLC IAU ($63.91) Holding Chart

S.A. Mason 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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