Spire Wealth Management IAU Holdings History
Spire Wealth Management's iShares Gold Trust Holding Summary
As of 2025-03-31, Spire Wealth Management held 141,579.00 shares of iShares Gold Trust(IAU), totaling $8.35 Mil. This investment constitutes 0.27% of their stock portfolio, and Spire Wealth Management now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 7 purchases of IAU, at an average price of $48.16, for a total of 182,511.00 shares. In addition, there have been 6 sales at an average price of $36.59 for 40,932.00 shares. Based on historical transaction data and IAU's current price of $63.13, Spire Wealth Management's estimated gain on his IAU holdings is $1.65 Mil, reflecting a 18.73% gain to date.
Spire Wealth Management IAU ($63.13) Holding Chart
Spire Wealth Management 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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