Twelve Points Wealth Management LLC IAU Holdings History
Twelve Points Wealth Management LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 108,695.00 shares of iShares Gold Trust(IAU), totaling $6.41 Mil. This investment constitutes 1.74% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q4. And since then Twelve Points Wealth Management LLC has made 10 purchases of IAU, at an average price of $36.51, for a total of 176,173.00 shares. In addition, there have been 3 sales at an average price of $36.68 for 67,478.00 shares. Based on historical transaction data and IAU's current price of $62.72, Twelve Points Wealth Management LLC's estimated gain on his IAU holdings is $2.86 Mil, reflecting a 44.47% gain to date.
Twelve Points Wealth Management LLC IAU ($62.72) Holding Chart
Twelve Points Wealth Management LLC IAU ($62.72) 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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