Lowe Wealth Advisors, LLC IAU Holdings History
Lowe Wealth Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 167,487.00 shares of iShares Gold Trust(IAU), totaling $10.44 Mil. This investment constitutes 4.08% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2015Q1. And since then Lowe Wealth Advisors, LLC has made 19 purchases of IAU, at an average price of $30.22, for a total of 886,528.50 shares. In addition, there have been 10 sales at an average price of $34.44 for 719,041.50 shares. Based on historical transaction data and IAU's current price of $62.96, Lowe Wealth Advisors, LLC's estimated gain on his IAU holdings is $8.52 Mil, reflecting a 31.79% gain to date.
Lowe Wealth Advisors, LLC IAU ($62.96) Holding Chart
Lowe Wealth Advisors, LLC IAU ($62.96) 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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