WHALEROCK POINT PARTNERS, LLC IAU Holdings History
WHALEROCK POINT PARTNERS, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 7,811.00 shares of iShares Gold Trust(IAU), totaling $460,540.00. This investment constitutes 0.11% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2025Q1. And since then WHALEROCK POINT PARTNERS, LLC has made 1 purchases of IAU, at an average price of $54.09, for a total of 7,811.00 shares. Based on historical transaction data and IAU's current price of $63.91, WHALEROCK POINT PARTNERS, LLC's estimated gain on his IAU holdings is $76,704.02, reflecting a 18.15% gain to date.
WHALEROCK POINT PARTNERS, LLC IAU ($63.91) Holding Chart
WHALEROCK POINT PARTNERS, LLC IAU ($63.91) 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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