Congress Wealth Management LLC I Shares Gold Trust Micro Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Congress Wealth Management LLC holds 77,263 shares of IAUM stock, worth $2.33 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
77,263
Previous 78,586 1.68%
Holding current value
$2.33 Million
Previous $2.06 Million 1.94%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$25.56 - $27.81 $33,815 - $36,792
-1,323 Reduced 1.68%
77,263 $2.02 Million
Q3 2024

Nov 12, 2024
BUY
$23.25 - $26.67 $1.83 Million - $2.1 Million
78,586 New
78,586 $2.06 Million

Others Institutions Holding IAUM

# of Institutions
98
Shares Held
22.3M
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 $1.82B
More about IAUM
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email