TrinityPoint Wealth, LLC IAU Holdings History
TrinityPoint Wealth, LLC's iShares Gold Trust Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 76,359.00 shares of iShares Gold Trust(IAU), totaling $3.78 Mil. This investment constitutes 0.53% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q2. And since then TrinityPoint Wealth, LLC has made 7 purchases of IAU, at an average price of $37.46, for a total of 201,993.00 shares. In addition, there have been 12 sales at an average price of $33.63 for 125,634.00 shares. Based on historical transaction data and IAU's current price of $64.10, TrinityPoint Wealth, LLC's estimated gain on his IAU holdings is $1.55 Mil, reflecting a 20.54% gain to date.
TrinityPoint Wealth, LLC IAU ($64.10) Holding Chart
TrinityPoint Wealth, LLC IAU ($64.10) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
