WealthNavi Inc. IAU Holdings History
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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