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 % |
Top Ranked Articles
- 1