Torch Wealth Management LLC IAU Holdings History
Torch Wealth Management LLC's iShares Gold Trust Holding Summary
As of 2019-12-31, Torch Wealth Management LLC held 113,467.00 shares of iShares Gold Trust(IAU), totaling $3.29 Mil. This investment constitutes 1.82% of their stock portfolio, and Torch Wealth Management LLC now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2015Q1. And since then Torch Wealth Management LLC has made 3 purchases of IAU, at an average price of $24.23, for a total of 119,580.00 shares. In addition, there have been 7 sales at an average price of $23.88 for 6,113.00 shares. Based on historical transaction data and IAU's current price of $62.77, Torch Wealth Management LLC's estimated gain on his IAU holdings is $4.37 Mil, reflecting a 150.88% gain to date.
Torch Wealth Management LLC IAU ($62.77) Holding Chart
Torch Wealth Management LLC IAU ($62.77) 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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