CWM
Castle Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Sell |
147,059
-22,468
| -13% | -$741K | 1.76% | 17 |
|
|
2025
Q1 | $5.28M | Sell |
169,527
-3,374
| -2% | -$105K | 2.07% | 10 |
|
|
2024
Q4 | $4.52M | Sell |
172,901
-5,829
| -3% | -$153K | 1.78% | 16 |
|
|
2024
Q3 | $4.69M | Buy |
178,730
+2,492
| +1% | +$65.4K | 1.87% | 16 |
|
|
2024
Q2 | $4.09M | Buy |
176,238
+5,080
| +3% | +$118K | 1.96% | 14 |
|
|
2024
Q1 | $3.79M | Buy |
171,158
+19,071
| +13% | +$423K | 1.98% | 17 |
|
|
2023
Q4 | $3.13M | Buy |
152,087
+3,794
| +3% | +$78.2K | 1.88% | 18 |
|
|
2023
Q3 | $2.74M | Buy |
148,293
+12,890
| +10% | +$238K | 1.95% | 19 |
|
|
2023
Q2 | $2.6M | Buy |
+135,403
| New | +$2.6M | 1.81% | 21 |
|