WEALTHSPAN PARTNERS, LLC IAU Holdings History
WEALTHSPAN PARTNERS, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 120,171.00 shares of iShares Gold Trust(IAU), totaling $7.09 Mil. This investment constitutes 3.27% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q4. And since then WEALTHSPAN PARTNERS, LLC has made 11 purchases of IAU, at an average price of $35.56, for a total of 125,405.00 shares. In addition, there have been 2 sales at an average price of $35.60 for 5,234.00 shares. Based on historical transaction data and IAU's current price of $63.53, WEALTHSPAN PARTNERS, LLC's estimated gain on his IAU holdings is $3.36 Mil, reflecting a 75.40% gain to date.
WEALTHSPAN PARTNERS, LLC IAU ($63.53) Holding Chart
WEALTHSPAN PARTNERS, LLC 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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