Summit Place Financial Advisors, LLC IAU Holdings History
Summit Place Financial Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, Summit Place Financial Advisors, LLC held 106,140.00 shares of iShares Gold Trust(IAU), totaling $6.62 Mil. This investment constitutes 3.33% of their stock portfolio, and Summit Place Financial Advisors, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q4. And since then Summit Place Financial Advisors, LLC has made 11 purchases of IAU, at an average price of $34.21, for a total of 254,764.50 shares. In addition, there have been 10 sales at an average price of $35.10 for 148,624.50 shares. Based on historical transaction data and IAU's current price of $63.53, Summit Place Financial Advisors, LLC's estimated gain on his IAU holdings is $3.24 Mil, reflecting a 37.21% gain to date.
Summit Place Financial Advisors, LLC IAU ($63.53) Holding Chart
Summit Place Financial Advisors, LLC IAU ($63.53) 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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