STEPHEN J. GARRY & ASSOCIATES, LLC IAU Holdings History
STEPHEN J. GARRY & ASSOCIATES, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 156,568.00 shares of iShares Gold Trust(IAU), totaling $9.23 Mil. This investment constitutes 8.63% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 1 purchases of IAU, at an average price of $37.90, for a total of 157,920.00 shares. In addition, there have been 1 sales at an average price of $40.48 for 1,352.00 shares. Based on historical transaction data and IAU's current price of $62.26, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his IAU holdings is $3.82 Mil, reflecting a 63.79% gain to date.
STEPHEN J. GARRY & ASSOCIATES, LLC IAU ($62.26) Holding Chart
STEPHEN J. GARRY & ASSOCIATES, LLC IAU ($62.26) 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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