Waypoint Wealth Counsel IAU Holdings History
waypoint wealth counsel's iShares Gold Trust Holding Summary
As of 2025-03-31, waypoint wealth counsel held 78,597.00 shares of iShares Gold Trust(IAU), totaling $4.63 Mil. This investment constitutes 2.91% of their stock portfolio, and waypoint wealth counsel now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 4 purchases of IAU, at an average price of $32.99, for a total of 80,349.00 shares. In addition, there have been 3 sales at an average price of $40.65 for 1,752.00 shares. Based on historical transaction data and IAU's current price of $62.71, waypoint wealth counsel's estimated gain on his IAU holdings is $2.35 Mil, reflecting a 88.59% gain to date.
waypoint wealth counsel IAU ($62.71) Holding Chart
waypoint wealth counsel IAU ($62.71) 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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