Number of Shares
374,863.00
Current Holdings Value*
$22.10 Mil
% of Portfolio
5.39%
Total Estimate Gain
$17.43 Mil
% of Total Estimate Gain
44.59%

WESCAP Management Group, Inc.'s iShares Gold Trust Holding Summary

As of 2025-03-31, WESCAP Management Group, Inc. held 374,863.00 shares of iShares Gold Trust(IAU), totaling $22.10 Mil. This investment constitutes 5.39% of their stock portfolio, and WESCAP Management Group, Inc. now holds 0.05% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2018Q2. And since then WESCAP Management Group, Inc. has made 8 purchases of IAU, at an average price of $30.53, for a total of 1.28 Mil shares. In addition, there have been 15 sales at an average price of $36.21 for 905,474.00 shares. Based on historical transaction data and IAU's current price of $63.30, WESCAP Management Group, Inc.'s estimated gain on his IAU holdings is $17.43 Mil, reflecting a 44.59% gain to date.

WESCAP Management Group, Inc. IAU ($63.30) Holding Chart

WESCAP Management Group, Inc. IAU ($63.30) 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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