Morgan Rosel Wealth Management, LLC I Shares Gold Trust Micro Transaction History

Morgan Rosel Wealth Management, LLC

$313 Million
Q1 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in I Shares Gold Trust Micro stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 275,793 shares of IAUM stock, worth $9.17 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

275,793

Previous 320,945 14.07%

Holding current value

$9.17 Million

Previous $8.4 Million 2.31%

% of portfolio

2.74%

Previous 2.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$26.29 - $31.17 $1.19 Million - $1.41 Million	-45,152 Reduced 14.07%	275,793 $8.6 Million
Q4 2024 Feb 04, 2025	SELL	$25.56 - $27.81 $109,422 - $119,054	-4,281 Reduced 1.32%	320,945 $8.4 Million
Q3 2024 Oct 10, 2024	BUY	$23.25 - $26.67 $136,547 - $156,632	5,873 Added 1.84%	325,226 $8.54 Million
Q2 2024 Jul 15, 2024	BUY	$22.41 - $24.23 $111,982 - $121,077	4,997 Added 1.59%	319,353 $7.41 Million
Q1 2024 Apr 17, 2024	SELL	$19.88 - $22.17 $340,246 - $379,439	-17,115 Reduced 5.16%	314,356 $6.97 Million
Q4 2023 Jan 19, 2024	BUY	$18.18 - $20.74 $452,463 - $516,177	24,888 Added 8.12%	331,471 $6.83 Million
Q3 2023 Oct 27, 2023	BUY	$18.45 - $19.75 $5.66 Million - $6.06 Million	306,583 New	306,583 $5.66 Million

Others Institutions Holding IAUM

# of Institutions

135

Shares Held

27.5M

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 $2.01B

More about IAUM

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Morgan Rosel Wealth Management, LLC I Shares Gold Trust Micro Transaction History