Tanglewood Wealth Management, Inc. IAU Holdings History
Tanglewood Wealth Management, Inc.'s iShares Gold Trust Holding Summary
As of 2025-03-31, Tanglewood Wealth Management, Inc. held 1.27 Mil shares of iShares Gold Trust(IAU), totaling $75.01 Mil. This investment constitutes 8.44% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.17% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2013Q4. And since then Tanglewood Wealth Management, Inc. has made 19 purchases of IAU, at an average price of $33.39, for a total of 3.11 Mil shares. In addition, there have been 9 sales at an average price of $31.13 for 1.84 Mil shares. Based on historical transaction data and IAU's current price of $62.87, Tanglewood Wealth Management, Inc.'s estimated gain on his IAU holdings is $33.34 Mil, reflecting a 32.11% gain to date.
Tanglewood Wealth Management, Inc. IAU ($62.87) Holding Chart
Tanglewood Wealth Management, Inc. IAU ($62.87) 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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