CPA Asset Management LLC IAU Holdings History
CPA Asset Management LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, CPA Asset Management LLC held 264,063.00 shares of iShares Gold Trust(IAU), totaling $16.47 Mil. This investment constitutes 6.92% of their stock portfolio, and CPA Asset Management LLC now holds 0.04% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2022Q4. And since then CPA Asset Management LLC has made 5 purchases of IAU, at an average price of $36.80, for a total of 286,736.00 shares. In addition, there have been 5 sales at an average price of $39.34 for 22,673.00 shares. Based on historical transaction data and IAU's current price of $64.08, CPA Asset Management LLC's estimated gain on his IAU holdings is $7.26 Mil, reflecting a 68.81% gain to date.
CPA Asset Management LLC IAU ($64.08) Holding Chart
CPA Asset Management LLC IAU ($64.08) 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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