WOOSTER CORTHELL WEALTH MANAGEMENT, INC. IAU Holdings History
Number of Shares
53,234.00
Current Holdings Value*
$3.14 Mil
% of Portfolio
0.64%
Total Estimate Gain
$448,762.62
% of Total Estimate Gain
15.59%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s iShares Gold Trust Holding Summary
As of 2025-03-31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 53,234.00 shares of iShares Gold Trust(IAU), totaling $3.14 Mil. This investment constitutes 0.64% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2025Q1. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 1 purchases of IAU, at an average price of $54.09, for a total of 53,234.00 shares. Based on historical transaction data and IAU's current price of $62.52, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his IAU holdings is $448,762.62, reflecting a 15.59% gain to date.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. IAU ($62.52) Holding Chart
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. IAU ($62.52) 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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