Number of Shares
359,245.00
Current Holdings Value*
$22.40 Mil
% of Portfolio
7.34%
Total Estimate Gain
$10.00 Mil
% of Total Estimate Gain
35.31%

Kaydan Wealth Management, Inc.'s iShares Gold Trust Holding Summary

As of 2025-06-30, Kaydan Wealth Management, Inc. held 359,245.00 shares of iShares Gold Trust(IAU), totaling $22.40 Mil. This investment constitutes 7.34% of their stock portfolio, and Kaydan Wealth Management, Inc. now holds 0.05% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q4. And since then Kaydan Wealth Management, Inc. has made 3 purchases of IAU, at an average price of $40.94, for a total of 692,043.00 shares. In addition, there have been 7 sales at an average price of $47.04 for 332,798.00 shares. Based on historical transaction data and IAU's current price of $63.13, Kaydan Wealth Management, Inc.'s estimated gain on his IAU holdings is $10.00 Mil, reflecting a 35.31% gain to date.

Kaydan Wealth Management, Inc. IAU ($63.13) Holding Chart

Kaydan Wealth Management, Inc. 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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