New Potomac Partners, LLC IAU Holdings History
New Potomac Partners, LLC's iShares Gold Trust Holding Summary
As of 2024-09-30, New Potomac Partners, LLC held 224,151.00 shares of iShares Gold Trust(IAU), totaling $11.14 Mil. This investment constitutes 5.72% of their stock portfolio, and New Potomac Partners, LLC now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2018Q2. And since then New Potomac Partners, LLC has made 11 purchases of IAU, at an average price of $30.92, for a total of 331,283.00 shares. In addition, there have been 13 sales at an average price of $30.72 for 107,132.00 shares. Based on historical transaction data and IAU's current price of $62.85, New Potomac Partners, LLC's estimated gain on his IAU holdings is $7.14 Mil, reflecting a 69.68% gain to date.
New Potomac Partners, LLC IAU ($62.85) Holding Chart
New Potomac Partners, LLC IAU ($62.85) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
