Congress Wealth Management LLC I Shares Gold Trust Micro Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Congress Wealth Management LLC holds 75,971 shares of IAUM stock, worth $3.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
75,971
Previous 76,355 0.5%
Holding current value
$3.1 Million
Previous $2.38 Million 5.34%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$29.65 - $34.24 $11,385 - $13,148
-384 Reduced 0.5%
75,971 $2.51 Million
Q1 2025

May 14, 2025
SELL
$26.29 - $31.17 $23,871 - $28,302
-908 Reduced 1.18%
76,355 $2.38 Million
Q4 2024

Feb 11, 2025
SELL
$25.56 - $27.81 $33,815 - $36,792
-1,323 Reduced 1.68%
77,263 $2.02 Million
Q3 2024

Nov 12, 2024
BUY
$23.25 - $26.67 $1.83 Million - $2.1 Million
78,586 New
78,586 $2.06 Million

Others Institutions Holding IAUM

# of Institutions
202
Shares Held
54.6M
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 $2.46B
More about IAUM
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