Castle Wealth Management LLC I Shares Gold Trust Micro Transaction History

Castle Wealth Management LLC

  • $178 Million
  • Q1 2025

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 169,527 shares of IAUM stock, worth $5.61 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
169,527
Previous 172,901 1.95%
Holding current value
$5.61 Million
Previous $4.53 Million 16.75%
% of portfolio
2.97%
Previous 2.48%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$26.29 - $31.17 $88,702 - $105,167
-3,374 Reduced 1.95%
169,527 $5.28 Million
Q4 2024

Jan 29, 2025
SELL
$25.56 - $27.81 $148,989 - $162,104
-5,829 Reduced 3.26%
172,901 $4.53 Million
Q3 2024

Oct 31, 2024
BUY
$23.25 - $26.67 $57,939 - $66,461
2,492 Added 1.41%
178,730 $4.69 Million
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
109
Shares Held
24.7M
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 $2B
More about IAUM
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