AVAII WEALTH MANAGEMENT, LLC IAU Holdings History
AVAII WEALTH MANAGEMENT, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 127,720.00 shares of iShares Gold Trust(IAU), totaling $7.96 Mil. This investment constitutes 3.54% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q4. And since then AVAII WEALTH MANAGEMENT, LLC has made 7 purchases of IAU, at an average price of $56.28, for a total of 140,830.00 shares. In addition, there have been 7 sales at an average price of $35.71 for 13,110.00 shares. Based on historical transaction data and IAU's current price of $62.96, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his IAU holdings is $583,970.43, reflecting a 7.37% gain to date.
AVAII WEALTH MANAGEMENT, LLC IAU ($62.96) Holding Chart
AVAII WEALTH MANAGEMENT, LLC IAU ($62.96) 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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