DWM Financial Group, Inc. IAU Holdings History
DWM Financial Group, Inc.'s iShares Gold Trust Holding Summary
As of 2020-12-31, DWM Financial Group, Inc. held 132,118.50 shares of iShares Gold Trust(IAU), totaling $4.79 Mil. This investment constitutes 8.17% of their stock portfolio, and DWM Financial Group, Inc. now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q4. And since then DWM Financial Group, Inc. has made 3 purchases of IAU, at an average price of $30.08, for a total of 178,077.50 shares. In addition, there have been 1 sales at an average price of $35.78 for 45,959.00 shares. Based on historical transaction data and IAU's current price of $63.13, DWM Financial Group, Inc.'s estimated gain on his IAU holdings is $4.63 Mil, reflecting a 86.40% gain to date.
DWM Financial Group, Inc. IAU ($63.13) Holding Chart
DWM Financial Group, Inc. IAU ($63.13) 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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