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

Morgan Rosel Wealth Management, LLC

$291 Million
Q3 2024

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 325,226 shares of IAUM stock, worth $8.57 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

325,226

Previous 319,353 1.84%

Holding current value

$8.57 Million

Previous $7.41 Million 15.24%

% of portfolio

2.94%

Previous 2.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

28M

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 $1.59B

More about IAUM

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