5T Wealth, LLC IAU Holdings History

Number of Shares
25,195.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
0.8%
Total Estimate Gain
$276,703.60
% of Total Estimate Gain
21.06%

5T Wealth, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, 5T Wealth, LLC held 25,195.00 shares of iShares Gold Trust(IAU), totaling $1.49 Mil. This investment constitutes 0.8% of their stock portfolio, and 5T Wealth, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2024Q4. And since then 5T Wealth, LLC has made 1 purchases of IAU, at an average price of $52.15, for a total of 25,195.00 shares. Based on historical transaction data and IAU's current price of $63.13, 5T Wealth, LLC's estimated gain on his IAU holdings is $276,703.60, reflecting a 21.06% gain to date.

5T Wealth, LLC IAU ($63.13) Holding Chart

5T Wealth, 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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