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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