Security Financial Services, INC. IAU Holdings History
Number of Shares
124,952.00
Current Holdings Value*
$7.37 Mil
% of Portfolio
1.46%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
18.81%
Security Financial Services, INC.'s iShares Gold Trust Holding Summary
As of 2025-03-31, Security Financial Services, INC. held 124,952.00 shares of iShares Gold Trust(IAU), totaling $7.37 Mil. This investment constitutes 1.46% of their stock portfolio, and Security Financial Services, INC. now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then Security Financial Services, INC. has made 2 purchases of IAU, at an average price of $52.40, for a total of 124,952.00 shares. Based on historical transaction data and IAU's current price of $62.26, Security Financial Services, INC.'s estimated gain on his IAU holdings is $1.23 Mil, reflecting a 18.81% gain to date.
Security Financial Services, INC. IAU ($62.26) Holding Chart
Security Financial Services, INC. 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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