MorganRosel Wealth Management, LLC IAUM Holdings History
MorganRosel Wealth Management, LLC's iShares Gold Trust Micro Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 275,793.00 shares of iShares Gold Trust Micro(IAUM), totaling $8.60 Mil. This investment constitutes 2.61% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.4% of the outstanding iShares Gold Trust Micro(IAUM) stock.
The initial trade took place in 2023Q3. And since then MorganRosel Wealth Management, LLC has made 4 purchases of IAUM, at an average price of $19.43, for a total of 342,341.00 shares. In addition, there have been 3 sales at an average price of $26.43 for 66,548.00 shares. Based on historical transaction data and IAUM's current price of $33.39, MorganRosel Wealth Management, LLC's estimated gain on his IAUM holdings is $4.32 Mil, reflecting a 64.89% gain to date.
MorganRosel Wealth Management, LLC IAUM ($33.39) Holding Chart
MorganRosel 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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