Accretive Wealth Partners, LLC IAU Holdings History
Accretive Wealth Partners, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 109,551.00 shares of iShares Gold Trust(IAU), totaling $7.07 Mil. This investment constitutes 2.5% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 4 purchases of IAU, at an average price of $36.07, for a total of 164,437.00 shares. In addition, there have been 13 sales at an average price of $36.53 for 54,886.00 shares. Based on historical transaction data and IAU's current price of $63.13, Accretive Wealth Partners, LLC's estimated gain on his IAU holdings is $2.99 Mil, reflecting a 50.40% gain to date.
Accretive Wealth Partners, LLC IAU ($63.13) Holding Chart
Accretive Wealth Partners, 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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