BCGM Wealth Management, LLC IAU Holdings History
Number of Shares
50,963.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
0.92%
Total Estimate Gain
$630,469.75
% of Total Estimate Gain
23.64%
BCGM Wealth Management, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, BCGM Wealth Management, LLC held 50,963.00 shares of iShares Gold Trust(IAU), totaling $3.00 Mil. This investment constitutes 0.92% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then BCGM Wealth Management, LLC has made 2 purchases of IAU, at an average price of $52.33, for a total of 50,963.00 shares. Based on historical transaction data and IAU's current price of $64.70, BCGM Wealth Management, LLC's estimated gain on his IAU holdings is $630,469.75, reflecting a 23.64% gain to date.
BCGM Wealth Management, LLC IAU ($64.70) Holding Chart
BCGM Wealth Management, LLC IAU ($64.70) 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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