CASTLE WEALTH MANAGEMENT LLC
Position in IAUM — iShares Gold Trust Micro
CIK 1936420
BOYNTON BEACH, FL
Position in IAUM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,146,246
-$783,159 QoQ
Shares Held
128,624
+1.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
6.72%
of 13F equity value
Holder Rank
#51
of 259 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,146,246 | 128,624 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,929,405 | 126,968 | Shares | Sole | 2026-05-01 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||