Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.87 Mil
% of Total Estimate Gain
18.72%

Highland Private Wealth Management's iShares Gold Trust Holding Summary

As of 2022-12-31, Highland Private Wealth Management held - shares of iShares Gold Trust(IAU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Highland Private Wealth Management now holds 0% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2018Q2. And since then Highland Private Wealth Management has made 15 purchases of IAU, at an average price of $27.81, for a total of 744,123.00 shares. In addition, there have been 4 sales at an average price of $33.01 for 744,123.00 shares. Based on historical transaction data and IAU's current price of $63.13, Highland Private Wealth Management's estimated gain on his IAU holdings is $3.87 Mil, reflecting a 18.72% gain to date.

Highland Private Wealth Management IAU ($63.13) Holding Chart

Highland Private Wealth Management 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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