Aspiriant Defensive Allocation Fund IAU Holdings History
Aspiriant Defensive Allocation Fund's iShares Gold Trust Holding Summary
As of 2025-03-31, Aspiriant Trust held 1.14 Mil shares of iShares Gold Trust(IAU), totaling $67.25 Mil. This investment constitutes 82.13% of their stock portfolio, and Aspiriant Trust now holds 0.15% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q2. And since then Aspiriant Defensive Allocation Fund has made 3 purchases of IAU, at an average price of $35.27, for a total of 8.82 Mil shares. In addition, there have been 9 sales at an average price of $34.64 for 7.68 Mil shares. Based on historical transaction data and IAU's current price of $62.96, Aspiriant Defensive Allocation Fund's estimated gain on his IAU holdings is $26.76 Mil, reflecting a 8.60% gain to date.
Aspiriant Defensive Allocation Fund IAU ($62.96) Holding Chart
Aspiriant Defensive Allocation Fund 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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