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CASTLE WEALTH MANAGEMENT LLC: IAUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASTLE WEALTH MANAGEMENT LLC on IAUM, newest first. How the timeline and the estimate are built.

CASTLE WEALTH MANAGEMENT LLC held 128,624 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,624 shares
    Change vs previous 13F +1,656 shares

    1.52% of the 13F portfolio, value $5,146,246.

    13F-HR 0001936420-26-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 126,968 shares
    Change vs previous 13F -8,037 shares

    1.92% of the 13F portfolio, value $5,929,406.

    13F-HR 0001936420-26-000003 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 135,005 shares
    Change vs previous 13F -10,259 shares

    1.92% of the 13F portfolio, value $5,803,865.

    13F-HR 0001936420-26-000001 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 145,264 shares
    Change vs previous 13F -1,795 shares

    1.89% of the 13F portfolio, value $5,592,664.

    13F-HR 0001936420-25-000008 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 147,059 shares
    Change vs previous 13F -22,468 shares

    1.76% of the 13F portfolio, value $4,851,477.

    13F-HR 0001936420-25-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,527 shares
    Change vs previous 13F -3,374 shares

    2.07% of the 13F portfolio, value $5,284,157.

    13F-HR 0001936420-25-000003 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 172,901 shares
    Change vs previous 13F -5,829 shares

    1.78% of the 13F portfolio, value $4,524,820.

    13F-HR 0001936420-25-000001 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 178,730 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $4,691,663.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).