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

Morgan Rosel Wealth Management, LLC

  • $268 Million
  • Q1 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 314,356 shares of IAUM stock, worth $7.49 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
314,356
Previous 331,471 5.16%
Holding current value
$7.49 Million
Previous $6.83 Million 2.07%
% of portfolio
2.6%
Previous 2.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
52
Shares Held
28.1M
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 $1.44B
More about IAUM
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