Strategic Point Investment Advisors, LLC IAU Holdings History
Strategic Point Investment Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Strategic Point Investment Advisors, LLC held 533,181.00 shares of iShares Gold Trust(IAU), totaling $31.44 Mil. This investment constitutes 5.24% of their stock portfolio, and Strategic Point Investment Advisors, LLC now holds 0.07% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q3. And since then Strategic Point Investment Advisors, LLC has made 8 purchases of IAU, at an average price of $31.66, for a total of 1.59 Mil shares. In addition, there have been 14 sales at an average price of $36.11 for 1.06 Mil shares. Based on historical transaction data and IAU's current price of $61.65, Strategic Point Investment Advisors, LLC's estimated gain on his IAU holdings is $20.70 Mil, reflecting a 41.07% gain to date.
Strategic Point Investment Advisors, LLC IAU ($61.65) Holding Chart
Strategic Point Investment Advisors, LLC IAU ($61.65) 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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