Wallington Asset Management, LLC IAU Holdings History
Wallington Asset Management, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Wallington Asset Management, LLC held 276,419.00 shares of iShares Gold Trust(IAU), totaling $16.30 Mil. This investment constitutes 2.51% of their stock portfolio, and Wallington Asset Management, LLC now holds 0.04% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2014Q1. And since then Wallington Asset Management, LLC has made 25 purchases of IAU, at an average price of $32.18, for a total of 478,331.50 shares. In addition, there have been 6 sales at an average price of $34.53 for 201,912.50 shares. Based on historical transaction data and IAU's current price of $63.11, Wallington Asset Management, LLC's estimated gain on his IAU holdings is $9.02 Mil, reflecting a 58.63% gain to date.
Wallington Asset Management, LLC IAU ($63.11) Holding Chart
Wallington Asset Management, LLC IAU ($63.11) 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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