WealthNavi Inc. IAU Holdings History

Number of Shares
6.05 Mil
Current Holdings Value*
$356.68 Mil
% of Portfolio
3.97%
Total Estimate Gain
$146.89 Mil
% of Total Estimate Gain
63.25%

WealthNavi Inc.'s iShares Gold Trust Holding Summary

As of 2025-03-31, WealthNavi Inc. held 6.05 Mil shares of iShares Gold Trust(IAU), totaling $356.68 Mil. This investment constitutes 3.97% of their stock portfolio, and WealthNavi Inc. now holds 0.83% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2022Q4. And since then WealthNavi Inc. has made 10 purchases of IAU, at an average price of $38.39, for a total of 6.05 Mil shares. Based on historical transaction data and IAU's current price of $62.67, WealthNavi Inc.'s estimated gain on his IAU holdings is $146.89 Mil, reflecting a 63.25% gain to date.

WealthNavi Inc. IAU ($62.67) Holding Chart

WealthNavi Inc. IAU ($62.67) 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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