Wellesley Investment Partners, LLC IAU Holdings History
Wellesley Investment Partners, LLC's iShares Gold Trust Holding Summary
As of 2020-09-30, Wellesley Investment Partners, LLC held 297,326.00 shares of iShares Gold Trust(IAU), totaling $10.70 Mil. This investment constitutes 3.66% of their stock portfolio, and Wellesley Investment Partners, LLC now holds 0.07% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2018Q2. And since then Wellesley Investment Partners, LLC has made 6 purchases of IAU, at an average price of $25.74, for a total of 319,235.50 shares. In addition, there have been 4 sales at an average price of $28.00 for 21,909.50 shares. Based on historical transaction data and IAU's current price of $51.81, Wellesley Investment Partners, LLC's estimated gain on his IAU holdings is $7.80 Mil, reflecting a 94.95% gain to date.
Wellesley Investment Partners, LLC IAU ($51.81) Holding Chart
Wellesley Investment Partners, LLC IAU ($51.81) 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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