Worth Financial Advisory Group, LLC IAU Holdings History
Worth Financial Advisory Group, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held - shares of iShares Gold Trust(IAU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2023Q1. And since then Worth Financial Advisory Group, LLC has made 4 purchases of IAU, at an average price of $35.97, for a total of 22,415.00 shares. In addition, there have been 6 sales at an average price of $60.54 for 22,415.00 shares. Based on historical transaction data and IAU's current price of $63.13, Worth Financial Advisory Group, LLC's estimated gain on his IAU holdings is $550,886.03, reflecting a 68.33% gain to date.
Worth Financial Advisory Group, LLC IAU ($63.13) Holding Chart
Worth Financial Advisory Group, 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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