EQUITABLE TRUST CO IAU Holdings History

Number of Shares
2.29 Mil
Current Holdings Value*
$135.19 Mil
% of Portfolio
7.49%
Total Estimate Gain
$69.61 Mil
% of Total Estimate Gain
54.38%

EQUITABLE TRUST CO's iShares Gold Trust Holding Summary

As of 2025-03-31, EQUITABLE TRUST CO held 2.29 Mil shares of iShares Gold Trust(IAU), totaling $135.19 Mil. This investment constitutes 7.49% of their stock portfolio, and EQUITABLE TRUST CO now holds 0.31% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q2. And since then EQUITABLE TRUST CO has made 8 purchases of IAU, at an average price of $34.91, for a total of 3.67 Mil shares. In addition, there have been 8 sales at an average price of $38.84 for 1.37 Mil shares. Based on historical transaction data and IAU's current price of $62.92, EQUITABLE TRUST CO's estimated gain on his IAU holdings is $69.61 Mil, reflecting a 54.38% gain to date.

EQUITABLE TRUST CO IAU ($62.92) Holding Chart

EQUITABLE TRUST CO IAU ($62.92) 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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