TSA Wealth Managment LLC IAU Holdings History
TSA Wealth Managment LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, TSA Wealth Managment LLC held 60,635.00 shares of iShares Gold Trust(IAU), totaling $3.58 Mil. This investment constitutes 1.42% of their stock portfolio, and TSA Wealth Managment LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then TSA Wealth Managment LLC has made 2 purchases of IAU, at an average price of $52.37, for a total of 60,635.00 shares. Based on historical transaction data and IAU's current price of $63.67, TSA Wealth Managment LLC's estimated gain on his IAU holdings is $685,377.38, reflecting a 21.58% gain to date.
TSA Wealth Managment LLC IAU ($63.67) Holding Chart
TSA Wealth Managment LLC IAU ($63.67) 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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