Executive Wealth Management, LLC IAU Holdings History
Executive Wealth Management, LLC's iShares Gold Trust Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 163,439.00 shares of iShares Gold Trust(IAU), totaling $8.09 Mil. This investment constitutes 0.63% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2018Q4. And since then Executive Wealth Management, LLC has made 12 purchases of IAU, at an average price of $35.99, for a total of 1.31 Mil shares. In addition, there have been 12 sales at an average price of $36.70 for 1.14 Mil shares. Based on historical transaction data and IAU's current price of $63.97, Executive Wealth Management, LLC's estimated gain on his IAU holdings is $5.38 Mil, reflecting a 11.46% gain to date.
Executive Wealth Management, LLC IAU ($63.97) Holding Chart
Executive Wealth Management, LLC IAU ($63.97) 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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