Lineweaver Wealth Advisors, LLC IAU Holdings History
Lineweaver Wealth Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Lineweaver Wealth Advisors, LLC held 86,227.00 shares of iShares Gold Trust(IAU), totaling $5.08 Mil. This investment constitutes 0.87% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then Lineweaver Wealth Advisors, LLC has made 2 purchases of IAU, at an average price of $52.15, for a total of 86,227.00 shares. Based on historical transaction data and IAU's current price of $62.87, Lineweaver Wealth Advisors, LLC's estimated gain on his IAU holdings is $924,147.62, reflecting a 20.55% gain to date.
Lineweaver Wealth Advisors, LLC IAU ($62.87) Holding Chart
Lineweaver Wealth Advisors, LLC IAU ($62.87) 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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