Valued Retirements, Inc. IAU Holdings History
Number of Shares
35,978.00
Current Holdings Value*
$2.12 Mil
% of Portfolio
2.79%
Total Estimate Gain
$971,420.63
% of Total Estimate Gain
67.17%
Valued Retirements, Inc.'s iShares Gold Trust Holding Summary
As of 2025-03-31, Valued Retirements, Inc. held 35,978.00 shares of iShares Gold Trust(IAU), totaling $2.12 Mil. This investment constitutes 2.79% of their stock portfolio, and Valued Retirements, Inc. now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $49.42 for 2,670.00 shares. Based on historical transaction data and IAU's current price of $63.53, Valued Retirements, Inc.'s estimated gain on his IAU holdings is $971,420.63, reflecting a 67.17% gain to date.
Valued Retirements, Inc. IAU ($63.53) Holding Chart
Valued Retirements, Inc. IAU ($63.53) 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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