Midwest Capital Advisors, LLC IAU Holdings History
Number of Shares
62,818.00
Current Holdings Value*
$3.70 Mil
% of Portfolio
2.27%
Total Estimate Gain
$674,991.52
% of Total Estimate Gain
20.51%
Midwest Capital Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Midwest Capital Advisors, LLC held 62,818.00 shares of iShares Gold Trust(IAU), totaling $3.70 Mil. This investment constitutes 2.27% of their stock portfolio, and Midwest Capital Advisors, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then Midwest Capital Advisors, LLC has made 1 purchases of IAU, at an average price of $52.38, for a total of 62,818.00 shares. Based on historical transaction data and IAU's current price of $63.13, Midwest Capital Advisors, LLC's estimated gain on his IAU holdings is $674,991.52, reflecting a 20.51% gain to date.
Midwest Capital Advisors, LLC IAU ($63.13) Holding Chart
Midwest Capital Advisors, LLC 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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