Shared Vision Wealth Group LLC IAU Holdings History
Shared Vision Wealth Group LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 30,421.00 shares of iShares Gold Trust(IAU), totaling $1.79 Mil. This investment constitutes 0.98% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then Shared Vision Wealth Group LLC has made 2 purchases of IAU, at an average price of $52.20, for a total of 30,421.00 shares. Based on historical transaction data and IAU's current price of $62.96, Shared Vision Wealth Group LLC's estimated gain on his IAU holdings is $327,326.75, reflecting a 20.61% gain to date.
Shared Vision Wealth Group LLC IAU ($62.96) Holding Chart
Shared Vision Wealth Group LLC IAU ($62.96) 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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