Number of Shares
49,053.00
Current Holdings Value*
$3.06 Mil
% of Portfolio
1.6%
Total Estimate Gain
$570,202.09
% of Total Estimate Gain
22.08%

SGL Investment Advisors, Inc.'s iShares Gold Trust Holding Summary

As of 2025-03-31, SGL Investment Advisors, Inc. held 49,053.00 shares of iShares Gold Trust(IAU), totaling $3.06 Mil. This investment constitutes 1.6% 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 1 purchases of IAU, at an average price of $52.21, for a total of 49,471.00 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 $63.85, SGL Investment Advisors, Inc.'s estimated gain on his IAU holdings is $570,202.09, reflecting a 22.08% gain to date.

SGL Investment Advisors, Inc. IAU ($63.85) Holding Chart

SGL Investment Advisors, Inc. IAU ($63.85) 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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