Sterling Financial Planning, Inc. IAU Holdings History
Sterling Financial Planning, Inc.'s iShares Gold Trust Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 304,027.00 shares of iShares Gold Trust(IAU), totaling $17.93 Mil. This investment constitutes 6.5% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.04% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 11 purchases of IAU, at an average price of $34.81, for a total of 351,906.00 shares. In addition, there have been 6 sales at an average price of $47.84 for 47,879.00 shares. Based on historical transaction data and IAU's current price of $63.13, Sterling Financial Planning, Inc.'s estimated gain on his IAU holdings is $9.23 Mil, reflecting a 75.37% gain to date.
Sterling Financial Planning, Inc. IAU ($63.13) Holding Chart
Sterling Financial Planning, Inc. 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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