A detailed history of Kelly Financial Services LLC transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Kelly Financial Services LLC holds 2,097 shares of IAUM stock, worth $53,767. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,097
Previous 1,923 9.05%
Holding current value
$53,767
Previous $42,000 14.29%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$22.41 - $24.23 $3,899 - $4,216
174 Added 9.05%
2,097 $48,000
Q1 2024

Jul 17, 2024

SELL
$19.88 - $22.17 $21,351 - $23,810
-1,074 Reduced 35.84%
1,923 $42,000
Q4 2023

Jul 17, 2024

BUY
$18.18 - $20.74 $7,144 - $8,150
393 Added 15.09%
2,997 $61.7 Million
Q3 2023

Jul 17, 2024

BUY
$18.45 - $19.75 $12,859 - $13,765
697 Added 36.55%
2,604 $48 Million
Q2 2023

Jul 17, 2024

SELL
$19.05 - $20.47 $1,028 - $1,105
-54 Reduced 2.75%
1,907 $36.6 Million
Q1 2023

Jul 17, 2024

BUY
$18.08 - $19.95 $325 - $359
18 Added 0.93%
1,961 $38.6 Million
Q4 2022

Jul 17, 2024

BUY
$16.26 - $18.21 $15,869 - $17,772
976 Added 100.93%
1,943 $35.4 Million
Q3 2022

Jul 17, 2024

BUY
$16.23 - $18.04 $12,935 - $14,377
797 Added 468.82%
967 $16 Million
Q2 2022

Jul 17, 2024

BUY
$18.06 - $19.77 $3,070 - $3,360
170 New
170 $3.07 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 $1.55B
More about IAUM
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services 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 Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.