Morgan Rosel Wealth Management, LLC I Shares Gold Trust Micro Transaction History

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 325,226 shares of IAUM stock, worth $8.93 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
325,226
Previous 319,353 1.84%
Holding current value
$8.93 Million
Previous $7.41 Million 15.24%
% of portfolio
2.94%
Previous 2.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$23.25 - $26.67 $136,547 - $156,632
5,873 Added 1.84%
325,226 $8.54 Million
Q2 2024

Jul 15, 2024
BUY
$22.41 - $24.23 $111,982 - $121,077
4,997 Added 1.59%
319,353 $7.41 Million
Q1 2024

Apr 17, 2024
SELL
$19.88 - $22.17 $340,246 - $379,439
-17,115 Reduced 5.16%
314,356 $6.97 Million
Q4 2023

Jan 19, 2024
BUY
$18.18 - $20.74 $452,463 - $516,177
24,888 Added 8.12%
331,471 $6.83 Million
Q3 2023

Oct 27, 2023
BUY
$18.45 - $19.75 $5.66 Million - $6.06 Million
306,583 New
306,583 $5.66 Million

Others Institutions Holding IAUM

# of Institutions
78
Shares Held
27.9M
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 $1.66B
More about IAUM
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