Lake Point Wealth Management IAU Holdings History
Lake Point Wealth Management's iShares Gold Trust Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 343,729.00 shares of iShares Gold Trust(IAU), totaling $11.79 Mil. This investment constitutes 6.7% of their stock portfolio, and Lake Point Wealth Management now holds 0.04% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2018Q4. And since then Lake Point Wealth Management has made 4 purchases of IAU, at an average price of $25.35, for a total of 514,332.00 shares. In addition, there have been 4 sales at an average price of $34.65 for 170,603.00 shares. Based on historical transaction data and IAU's current price of $62.92, Lake Point Wealth Management's estimated gain on his IAU holdings is $14.50 Mil, reflecting a 111.25% gain to date.
Lake Point Wealth Management IAU ($62.92) Holding Chart
Lake Point Wealth Management IAU ($62.92) 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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