Number of Shares
68,184.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
1.64%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
22.93%

Verity Asset Management, Inc.'s iShares Gold Trust Holding Summary

As of 2025-03-31, Verity Asset Management, Inc. held 68,184.00 shares of iShares Gold Trust(IAU), totaling $4.02 Mil. This investment constitutes 1.64% of their stock portfolio, and Verity Asset Management, Inc. now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2018Q3. And since then Verity Asset Management, Inc. has made 13 purchases of IAU, at an average price of $37.92, for a total of 193,031.50 shares. In addition, there have been 13 sales at an average price of $37.60 for 124,847.50 shares. Based on historical transaction data and IAU's current price of $63.13, Verity Asset Management, Inc.'s estimated gain on his IAU holdings is $1.68 Mil, reflecting a 22.93% gain to date.

Verity Asset Management, Inc. IAU ($63.13) Holding Chart

Verity Asset Management, Inc. IAU ($63.13) 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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