A detailed history of Ae Wealth Management LLC transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Ae Wealth Management LLC holds 503,912 shares of IAUM stock, worth $12 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
503,912
Previous 1,434,261 64.87%
Holding current value
$12 Million
Previous $29.5 Million 62.19%
% of portfolio
0.14%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$19.88 - $22.17 $18.5 Million - $20.6 Million
-930,349 Reduced 64.87%
503,912 $11.2 Million
Q4 2023

Feb 14, 2024

SELL
$18.18 - $20.74 $8.81 Million - $10 Million
-484,352 Reduced 25.24%
1,434,261 $29.5 Million
Q3 2023

Oct 11, 2023

BUY
$18.45 - $19.75 $3.61 Million - $3.87 Million
195,890 Added 11.37%
1,918,613 $35.4 Million
Q2 2023

Jul 10, 2023

SELL
$19.05 - $20.47 $3.46 Million - $3.72 Million
-181,571 Reduced 9.53%
1,722,723 $33 Million
Q1 2023

Apr 14, 2023

BUY
$18.08 - $19.95 $1.71 Million - $1.89 Million
94,554 Added 5.22%
1,904,294 $37.5 Million
Q4 2022

Jan 31, 2023

BUY
$16.72 - $18.21 $9.88 Million - $10.8 Million
590,796 Added 48.47%
1,809,740 $33 Million
Q3 2022

Oct 25, 2022

BUY
$16.42 - $18.04 $14.8 Million - $16.2 Million
900,115 Added 282.32%
1,218,944 $20.2 Million
Q2 2022

Aug 03, 2022

BUY
$18.06 - $19.77 $5.76 Million - $6.3 Million
318,829 New
318,829 $5.76 Million

Others Institutions Holding IAUM

About iShares Gold Trust Micro


  • Ticker IAUM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 60,350,000
  • Market Cap $1.44B
More about IAUM
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

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