Number of Shares
169,212.00
Current Holdings Value*
$5.81 Mil
% of Portfolio
4.79%
Total Estimate Gain
$6.30 Mil
% of Total Estimate Gain
39.78%

STRATEGIC CAPITAL ADVISERS, INC.'s iShares Gold Trust Holding Summary

As of 2022-06-30, STRATEGIC CAPITAL ADVISERS, INC. held 169,212.00 shares of iShares Gold Trust(IAU), totaling $5.81 Mil. This investment constitutes 4.79% of their stock portfolio, and STRATEGIC CAPITAL ADVISERS, INC. now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2018Q2. And since then STRATEGIC CAPITAL ADVISERS, INC. has made 4 purchases of IAU, at an average price of $26.24, for a total of 603,577.00 shares. In addition, there have been 8 sales at an average price of $25.75 for 434,365.00 shares. Based on historical transaction data and IAU's current price of $64.70, STRATEGIC CAPITAL ADVISERS, INC.'s estimated gain on his IAU holdings is $6.30 Mil, reflecting a 39.78% gain to date.

STRATEGIC CAPITAL ADVISERS, INC. IAU ($64.70) Holding Chart

STRATEGIC CAPITAL ADVISERS, INC. IAU ($64.70) 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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