JP Wealth Management, Inc. IAU Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
22.69%
JP Wealth Management, Inc.'s iShares Gold Trust Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held - shares of iShares Gold Trust(IAU), totaling N/A. This investment constitutes 0% of their stock portfolio, and JP Wealth Management, Inc. now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $61.65 for 134,982.00 shares. Based on historical transaction data and IAU's current price of $63.06, JP Wealth Management, Inc.'s estimated gain on his IAU holdings is $1.54 Mil, reflecting a 22.69% gain to date.
JP Wealth Management, Inc. IAU ($63.06) Holding Chart
JP Wealth Management, Inc. IAU ($63.06) 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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