Number of Shares
32,222.00
Current Holdings Value*
$1.90 Mil
% of Portfolio
0.46%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
23.92%

Foguth Wealth Management, LLC.'s iShares Gold Trust Holding Summary

As of 2025-03-31, Foguth Wealth Management, LLC. held 32,222.00 shares of iShares Gold Trust(IAU), totaling $1.90 Mil. This investment constitutes 0.46% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 0% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2024Q1. And since then Foguth Wealth Management, LLC. has made 2 purchases of IAU, at an average price of $42.89, for a total of 203,321.00 shares. In addition, there have been 2 sales at an average price of $51.26 for 171,099.00 shares. Based on historical transaction data and IAU's current price of $63.13, Foguth Wealth Management, LLC.'s estimated gain on his IAU holdings is $2.09 Mil, reflecting a 23.92% gain to date.

Foguth Wealth Management, LLC. IAU ($63.13) Holding Chart

Foguth Wealth Management, LLC. 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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