CASTLE WEALTH MANAGEMENT LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,803,864 | 135,005 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $5,592,664 | 145,264 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $4,851,476 | 147,059 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $5,284,156 | 169,527 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $4,524,819 | 172,901 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $4,691,662 | 178,730 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $4,088,721 | 176,238 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $3,794,572 | 171,158 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $3,132,992 | 152,087 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $2,736,005 | 148,293 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $2,597,029 | 135,403 | Shares | Sole | 2023-07-17 |