Omnia Family Wealth, LLC IAU Holdings History
Omnia Family Wealth, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Omnia Family Wealth, LLC held 136,741.00 shares of iShares Gold Trust(IAU), totaling $8.06 Mil. This investment constitutes 3.37% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2018Q2. And since then Omnia Family Wealth, LLC has made 5 purchases of IAU, at an average price of $28.48, for a total of 231,990.00 shares. In addition, there have been 18 sales at an average price of $32.78 for 95,249.00 shares. Based on historical transaction data and IAU's current price of $64.70, Omnia Family Wealth, LLC's estimated gain on his IAU holdings is $5.36 Mil, reflecting a 81.14% gain to date.
Omnia Family Wealth, LLC IAU ($64.70) Holding Chart
Omnia Family Wealth, LLC IAU ($64.70) 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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