Number of Shares
556,502.00
Current Holdings Value*
$24.45 Mil
% of Portfolio
5.36%
Total Estimate Gain
$13.15 Mil
% of Total Estimate Gain
52.14%

TMD Wealth Management, LLC's iShares Gold Trust Holding Summary

As of 2024-06-30, TMD Wealth Management, LLC held 556,502.00 shares of iShares Gold Trust(IAU), totaling $24.45 Mil. This investment constitutes 5.36% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2020Q4. And since then TMD Wealth Management, LLC has made 9 purchases of IAU, at an average price of $39.23, for a total of 642,961.00 shares. In addition, there have been 5 sales at an average price of $35.19 for 86,459.00 shares. Based on historical transaction data and IAU's current price of $63.50, TMD Wealth Management, LLC's estimated gain on his IAU holdings is $13.15 Mil, reflecting a 52.14% gain to date.

TMD Wealth Management, LLC IAU ($63.50) Holding Chart

TMD Wealth Management, LLC IAU ($63.50) 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 %

Top Ranked Articles

  • 1