Walker Asset Management, LLC IAU Holdings History
Walker Asset Management, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Walker Asset Management, LLC held 3,975.00 shares of iShares Gold Trust(IAU), totaling $234,370.00. This investment constitutes 0.14% of their stock portfolio, and Walker Asset Management, LLC now holds 0% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q3. And since then Walker Asset Management, LLC has made 2 purchases of IAU, at an average price of $50.42, for a total of 8,009.00 shares. In addition, there have been 1 sales at an average price of $50.25 for 4,034.00 shares. Based on historical transaction data and IAU's current price of $62.87, Walker Asset Management, LLC's estimated gain on his IAU holdings is $48,777.46, reflecting a 12.08% gain to date.
Walker Asset Management, LLC IAU ($62.87) Holding Chart
Walker Asset Management, LLC IAU ($62.87) 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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