M Wealth Management, LLC IAUM Holdings History
M Wealth Management, LLC's iShares Gold Trust Micro Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 76,528.00 shares of iShares Gold Trust Micro(IAUM), totaling $2.39 Mil. This investment constitutes 2.22% of their stock portfolio, and M Wealth Management, LLC now holds 0.09% of the outstanding iShares Gold Trust Micro(IAUM) stock.
The initial trade took place in 2025Q1. And since then M Wealth Management, LLC has made 1 purchases of IAUM, at an average price of $28.60, for a total of 76,528.00 shares. Based on historical transaction data and IAUM's current price of $33.39, M Wealth Management, LLC's estimated gain on his IAUM holdings is $366,569.12, reflecting a 16.75% gain to date.
M Wealth Management, LLC IAUM ($33.39) Holding Chart
M Wealth Management, LLC IAUM ($33.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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