Castle Wealth Management LLC I Shares Gold Trust Micro Transaction History

Castle Wealth Management LLC

$183 Million
Q4 2024

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 172,901 shares of IAUM stock, worth $4.91 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

172,901

Previous 178,730 3.26%

Holding current value

$4.91 Million

Previous $4.69 Million 3.52%

% of portfolio

2.48%

Previous 2.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

29M

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 $1.71B

More about IAUM

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Castle Wealth Management LLC I Shares Gold Trust Micro Transaction History