Cedar Wealth Management, LLC IAU Holdings History
Number of Shares
13,287.00
Current Holdings Value*
$783,400.00
% of Portfolio
0.28%
Total Estimate Gain
$118,320.33
% of Total Estimate Gain
16.47%
Cedar Wealth Management, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 13,287.00 shares of iShares Gold Trust(IAU), totaling $783,400.00. This investment constitutes 0.28% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then Cedar Wealth Management, LLC has made 2 purchases of IAU, at an average price of $54.06, for a total of 13,287.00 shares. Based on historical transaction data and IAU's current price of $62.96, Cedar Wealth Management, LLC's estimated gain on his IAU holdings is $118,320.33, reflecting a 16.47% gain to date.
Cedar Wealth Management, LLC IAU ($62.96) Holding Chart
Cedar Wealth Management, LLC 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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