BCWM, LLC IAU Holdings History

Number of Shares
299,257.00
Current Holdings Value*
$17.64 Mil
% of Portfolio
6.13%
Total Estimate Gain
$10.10 Mil
% of Total Estimate Gain
50.64%

BCWM, LLC's iShares Gold Trust Holding Summary

As of 2025-03-31, BCWM, LLC held 299,257.00 shares of iShares Gold Trust(IAU), totaling $17.64 Mil. This investment constitutes 6.13% of their stock portfolio, and BCWM, LLC now holds 0.04% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2014Q1. And since then BCWM, LLC has made 24 purchases of IAU, at an average price of $30.78, for a total of 647,919.00 shares. In addition, there have been 11 sales at an average price of $31.16 for 348,662.00 shares. Based on historical transaction data and IAU's current price of $64.09, BCWM, LLC's estimated gain on his IAU holdings is $10.10 Mil, reflecting a 50.64% gain to date.

BCWM, LLC IAU ($64.09) Holding Chart

BCWM, LLC IAU ($64.09) 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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