Number of Shares
99,559.00
Current Holdings Value*
$6.24 Mil
% of Portfolio
2.64%
Total Estimate Gain
$3.14 Mil
% of Total Estimate Gain
20.64%

STABLEFORD CAPITAL II LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, STABLEFORD CAPITAL II LLC held 99,559.00 shares of iShares Gold Trust(IAU), totaling $6.24 Mil. This investment constitutes 2.64% of their stock portfolio, and STABLEFORD CAPITAL II LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2019Q4. And since then STABLEFORD CAPITAL II LLC has made 12 purchases of IAU, at an average price of $34.98, for a total of 434,754.00 shares. In addition, there have been 8 sales at an average price of $36.04 for 335,195.00 shares. Based on historical transaction data and IAU's current price of $62.96, STABLEFORD CAPITAL II LLC's estimated gain on his IAU holdings is $3.14 Mil, reflecting a 20.64% gain to date.

STABLEFORD CAPITAL II LLC IAU ($62.96) Holding Chart

STABLEFORD CAPITAL II LLC IAU ($62.96) 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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