Rooted Wealth Advisors, Inc.

Position in IAUM — IAUM ETF

CIK 1963732 BOURBONNAIS, IL

Back to IAUM Full portfolio

All Filings in IAUM

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,332,533	33,305	+17.4%	Shares	Sole	2026-07-28
2026-03-31	$1,325,299	28,379	+17.1%	Shares	Sole	2026-04-21
2025-12-31	$1,042,163	24,242	+0.8%	Shares	Sole	2026-02-09
2025-09-30	$925,501	24,039	+2.4%	Shares	Sole	2025-10-20
2025-06-30	$774,308	23,471	+4.6%	Shares	Sole	2025-07-14
2025-03-31	$699,704	22,448	-8.3%	Shares	Sole	2025-04-08
2024-12-31	$640,798	24,486	-2.9%	Shares	Sole	2025-01-30
2024-09-30	$661,867	25,214	-3.3%	Shares	Sole	2024-11-12
2024-06-30	$605,195	26,086	-6.1%	Shares	Sole	2024-07-25
2024-03-31	$615,816	27,777	+4.2%	Shares	Sole	2024-04-17
2023-12-31	$549,319	26,666	+6.0%	Shares	Sole	2024-02-07
2023-09-30	$464,017	25,150	+11.5%	Shares	Sole	2023-11-21
2023-06-30	$432,470	22,548	+28.9%	Shares	Sole	2023-08-03
2023-03-31	$344,299	17,486	+6.3%	Shares	Sole	2023-04-26
2022-12-31	$299,645	16,455	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.