Rooted Wealth Advisors, Inc. I Shares Gold Trust Micro Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 25,214 shares of IAUM stock, worth $667,666. This represents 0.3% of its overall portfolio holdings.

Number of Shares

25,214

Previous 26,086 3.34%

Holding current value

$667,666

Previous $636,000 4.56%

% of portfolio

0.3%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$23.25 - $26.67 $20,274 - $23,256	-872 Reduced 3.34%	25,214 $665,000
Q2 2024 Jul 25, 2024	SELL	$22.41 - $24.23 $37,895 - $40,972	-1,691 Reduced 6.09%	26,086 $636,000
Q1 2024 Apr 17, 2024	BUY	$19.88 - $22.17 $22,086 - $24,630	1,111 Added 4.17%	27,777 $632,000
Q4 2023 Feb 07, 2024	BUY	$18.18 - $20.74 $27,560 - $31,441	1,516 Added 6.03%	26,666 $542,000
Q3 2023 Nov 21, 2023	BUY	$18.45 - $19.75 $48,006 - $51,389	2,602 Added 11.54%	25,150 $497,000
Q2 2023 Aug 03, 2023	BUY	$19.05 - $20.47 $96,431 - $103,619	5,062 Added 28.95%	22,548 $432,000
Q1 2023 Apr 26, 2023	BUY	$18.08 - $19.95 $18,640 - $20,568	1,031 Added 6.27%	17,486 $350,000
Q4 2022 Feb 13, 2023	BUY	$16.26 - $18.21 $267,558 - $299,645	16,455 New	16,455 $300,000

Others Institutions Holding IAUM

# of Institutions

Shares Held

28M

Call Options Held

Put Options Held

View Full List

About iShares Gold Trust Micro

Ticker IAUM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 60,350,000
Market Cap $1.6B

More about IAUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. I Shares Gold Trust Micro Transaction History