MinichMacGregor Wealth Management, LLC IAU Holdings History
MinichMacGregor Wealth Management, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 147,743.00 shares of iShares Gold Trust(IAU), totaling $9.21 Mil. This investment constitutes 1.97% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 11 purchases of IAU, at an average price of $36.11, for a total of 1.06 Mil shares. In addition, there have been 8 sales at an average price of $35.17 for 911,727.00 shares. Based on historical transaction data and IAU's current price of $63.95, MinichMacGregor Wealth Management, LLC's estimated gain on his IAU holdings is $3.26 Mil, reflecting a 8.51% gain to date.
MinichMacGregor Wealth Management, LLC IAU ($63.95) Holding Chart
MinichMacGregor Wealth Management, LLC IAU ($63.95) 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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