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

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 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 248,249 shares of IAUM stock, worth $9.9 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
248,249
Previous 299,558 17.13%
Holding current value
$9.9 Million
Previous $9.88 Million 3.29%
% of portfolio
2.61%
Previous 2.84%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$32.6 - $38.5 $1.67 Million - $1.98 Million
-51,309 Reduced 17.13%
248,249 $9.56 Million
Q2 2025

Jul 31, 2025
BUY
$29.65 - $34.24 $704,632 - $813,713
23,765 Added 8.62%
299,558 $9.88 Million
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
171
Shares Held
48.5M
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 $2.41B
More about IAUM
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