GRAHAM CAPITAL WEALTH MANAGEMENT, LLC IAU Holdings History
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, GRAHAM CAPITAL WEALTH MANAGEMENT, LLC held 48,224.00 shares of iShares Gold Trust(IAU), totaling $2.84 Mil. This investment constitutes 3.05% of their stock portfolio, and GRAHAM CAPITAL WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q4. And since then GRAHAM CAPITAL WEALTH MANAGEMENT, LLC has made 2 purchases of IAU, at an average price of $35.28, for a total of 496,262.00 shares. In addition, there have been 10 sales at an average price of $44.98 for 448,038.00 shares. Based on historical transaction data and IAU's current price of $62.92, GRAHAM CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his IAU holdings is $5.68 Mil, reflecting a 32.45% gain to date.
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC IAU ($62.92) Holding Chart
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 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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