Number of Shares
162,651.00
Current Holdings Value*
$5.13 Mil
% of Portfolio
5.56%
Total Estimate Gain
$4.54 Mil
% of Total Estimate Gain
74.15%

Spearhead Capital Advisors, LLC's iShares Gold Trust Holding Summary

As of 2022-09-30, Spearhead Capital Advisors, LLC held 162,651.00 shares of iShares Gold Trust(IAU), totaling $5.13 Mil. This investment constitutes 5.56% of their stock portfolio, and Spearhead Capital Advisors, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q3. And since then Spearhead Capital Advisors, LLC has made 3 purchases of IAU, at an average price of $35.07, for a total of 174,500.00 shares. In addition, there have been 1 sales at an average price of $32.77 for 11,849.00 shares. Based on historical transaction data and IAU's current price of $63.13, Spearhead Capital Advisors, LLC's estimated gain on his IAU holdings is $4.54 Mil, reflecting a 74.15% gain to date.

Spearhead Capital Advisors, LLC IAU ($63.13) Holding Chart

Spearhead Capital Advisors, LLC IAU ($63.13) 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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