IMPACTfolio, LLC IAU Holdings History
IMPACTfolio, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, IMPACTfolio, LLC held 41,334.00 shares of iShares Gold Trust(IAU), totaling $2.58 Mil. This investment constitutes 1.22% of their stock portfolio, and IMPACTfolio, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2025Q1. And since then IMPACTfolio, LLC has made 1 purchases of IAU, at an average price of $54.09, for a total of 46,918.00 shares. In addition, there have been 1 sales at an average price of $61.92 for 5,584.00 shares. Based on historical transaction data and IAU's current price of $64.10, IMPACTfolio, LLC's estimated gain on his IAU holdings is $457,476.06, reflecting a 18.03% gain to date.
IMPACTfolio, LLC IAU ($64.10) Holding Chart
IMPACTfolio, LLC IAU ($64.10) 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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