ONE WEALTH CAPITAL MANAGEMENT, LLC IAU Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 28,262.00 shares of iShares Gold Trust(IAU), totaling $1.67 Mil. This investment constitutes 0.89% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of IAU, at an average price of $52.41, for a total of 28,262.00 shares. Based on historical transaction data and IAU's current price of $63.13, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his IAU holdings is $303,092.96, reflecting a 20.46% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC IAU ($63.13) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, 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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