Alaska Wealth Advisors IAU Holdings History
Number of Shares
55,381.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
0.51%
Total Estimate Gain
$496,213.76
% of Total Estimate Gain
16.56%
Alaska Wealth Advisors's iShares Gold Trust Holding Summary
As of 2025-03-31, Alaska Wealth Advisors held 55,381.00 shares of iShares Gold Trust(IAU), totaling $3.27 Mil. This investment constitutes 0.51% of their stock portfolio, and Alaska Wealth Advisors now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2025Q1. And since then Alaska Wealth Advisors has made 1 purchases of IAU, at an average price of $54.09, for a total of 55,381.00 shares. Based on historical transaction data and IAU's current price of $63.05, Alaska Wealth Advisors's estimated gain on his IAU holdings is $496,213.76, reflecting a 16.56% gain to date.
Alaska Wealth Advisors IAU ($63.05) Holding Chart
Alaska Wealth Advisors IAU ($63.05) 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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