TPB WEALTH ADVISORS IAU Holdings History
TPB WEALTH ADVISORS's iShares Gold Trust Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 267,968.00 shares of iShares Gold Trust(IAU), totaling $10.01 Mil. This investment constitutes 5.45% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 5 purchases of IAU, at an average price of $35.71, for a total of 319,885.00 shares. In addition, there have been 2 sales at an average price of $34.92 for 51,917.00 shares. Based on historical transaction data and IAU's current price of $63.11, TPB WEALTH ADVISORS's estimated gain on his IAU holdings is $7.30 Mil, reflecting a 63.94% gain to date.
TPB WEALTH ADVISORS IAU ($63.11) Holding Chart
TPB WEALTH ADVISORS IAU ($63.11) 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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