Castle Wealth Management LLC I Shares Gold Trust Micro Transaction History

Castle Wealth Management LLC

  • $169 Million
  • Q2 2024

A detailed history of Castle Wealth Management LLC transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Castle Wealth Management LLC holds 176,238 shares of IAUM stock, worth $4.87 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
176,238
Previous 171,158 2.97%
Holding current value
$4.87 Million
Previous $3.79 Million 7.75%
% of portfolio
2.42%
Previous 2.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$22.41 - $24.23 $113,842 - $123,088
5,080 Added 2.97%
176,238 $4.09 Million
Q1 2024

Apr 29, 2024
BUY
$19.88 - $22.17 $379,131 - $422,804
19,071 Added 12.54%
171,158 $3.79 Million
Q4 2023

Jan 31, 2024
BUY
$18.18 - $20.74 $68,974 - $78,687
3,794 Added 2.56%
152,087 $3.13 Million
Q3 2023

Nov 03, 2023
BUY
$18.45 - $19.75 $237,820 - $254,577
12,890 Added 9.52%
148,293 $2.74 Million
Q2 2023

Jul 17, 2023
BUY
$19.05 - $20.47 $2.58 Million - $2.77 Million
135,403 New
135,403 $2.6 Million

Others Institutions Holding IAUM

# of Institutions
70
Shares Held
26M
Call Options Held
0
Put Options Held
0
View Full List

About iShares Gold Trust Micro

IAUM Quotes by TradingView
  • Ticker IAUM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 60,350,000
  • Market Cap $1.67B
More about IAUM
Track This Portfolio

Track Castle Wealth Management LLC Portfolio

Follow Castle Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email