Number of Shares
53,234.00
Current Holdings Value*
$3.14 Mil
% of Portfolio
0.64%
Total Estimate Gain
$455,683.04
% of Total Estimate Gain
15.83%

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 $62.65, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his IAU holdings is $455,683.04, reflecting a 15.83% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. IAU ($62.65) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. IAU ($62.65) 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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