MOULTON WEALTH MANAGEMENT, INC IAU Holdings History
MOULTON WEALTH MANAGEMENT, INC's iShares Gold Trust Holding Summary
As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 20,052.00 shares of iShares Gold Trust(IAU), totaling $1.26 Mil. This investment constitutes 0.95% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q4. And since then MOULTON WEALTH MANAGEMENT, INC has made 6 purchases of IAU, at an average price of $33.65, for a total of 848,600.50 shares. In addition, there have been 13 sales at an average price of $35.52 for 828,548.50 shares. Based on historical transaction data and IAU's current price of $62.26, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his IAU holdings is $2.13 Mil, reflecting a 7.45% gain to date.
MOULTON WEALTH MANAGEMENT, INC IAU ($62.26) Holding Chart
MOULTON WEALTH MANAGEMENT, INC IAU ($62.26) 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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