Spectrum Wealth Counsel, LLC IAU Holdings History
Spectrum Wealth Counsel, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 209,790.00 shares of iShares Gold Trust(IAU), totaling $12.37 Mil. This investment constitutes 1.48% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 3 purchases of IAU, at an average price of $53.49, for a total of 210,442.00 shares. In addition, there have been 1 sales at an average price of $44.19 for 652.00 shares. Based on historical transaction data and IAU's current price of $63.13, Spectrum Wealth Counsel, LLC's estimated gain on his IAU holdings is $2.02 Mil, reflecting a 17.91% gain to date.
Spectrum Wealth Counsel, LLC IAU ($63.13) Holding Chart
Spectrum Wealth Counsel, 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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