Custom Portfolio Group LLC IAU Holdings History
Custom Portfolio Group LLC's iShares Gold Trust Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 135,462.00 shares of iShares Gold Trust(IAU), totaling $5.80 Mil. This investment constitutes 5.19% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2023Q4. And since then Custom Portfolio Group LLC has made 1 purchases of IAU, at an average price of $37.49, for a total of 139,249.00 shares. In addition, there have been 1 sales at an average price of $44.19 for 3,787.00 shares. Based on historical transaction data and IAU's current price of $62.84, Custom Portfolio Group LLC's estimated gain on his IAU holdings is $3.46 Mil, reflecting a 66.23% gain to date.
Custom Portfolio Group LLC IAU ($62.84) Holding Chart
Custom Portfolio Group LLC IAU ($62.84) 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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