Icon Wealth Advisors, LLC IAU Holdings History
Icon Wealth Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 155,825.00 shares of iShares Gold Trust(IAU), totaling $9.19 Mil. This investment constitutes 0.76% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then Icon Wealth Advisors, LLC has made 2 purchases of IAU, at an average price of $52.46, for a total of 155,825.00 shares. Based on historical transaction data and IAU's current price of $63.91, Icon Wealth Advisors, LLC's estimated gain on his IAU holdings is $1.78 Mil, reflecting a 21.83% gain to date.
Icon Wealth Advisors, LLC IAU ($63.91) Holding Chart
Icon Wealth Advisors, LLC IAU ($63.91) 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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