SGL Investment Advisors, Inc. IAU Holdings History
SGL Investment Advisors, Inc.'s iShares Gold Trust Holding Summary
As of 2025-06-30, SGL Investment Advisors, Inc. held 49,909.00 shares of iShares Gold Trust(IAU), totaling $3.11 Mil. This investment constitutes 1.5% of their stock portfolio, and SGL Investment Advisors, Inc. now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q3. And since then SGL Investment Advisors, Inc. has made 2 purchases of IAU, at an average price of $52.38, for a total of 50,327.00 shares. In addition, there have been 1 sales at an average price of $50.25 for 418.00 shares. Based on historical transaction data and IAU's current price of $63.91, SGL Investment Advisors, Inc.'s estimated gain on his IAU holdings is $574,677.02, reflecting a 21.80% gain to date.
SGL Investment Advisors, Inc. IAU ($63.91) Holding Chart
SGL Investment Advisors, Inc. 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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