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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares Gold Trust Micro IAUM Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40,253
Closed -$1.33M – 74
2025
Q2 		$1.33M Sell
40,253
-28,942
-42% -$948K 0.89% 35
2025
Q1 		$2.16M Buy
+69,195
New +$1.98M 1.52% 13

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IAUM Position: Q3 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares Gold Trust Micro (IAUM) in Q3 2025, closing a stake of 40,253 shares — an estimated $1.33M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IAUM in Q1 2025 and held it in 2 quarters. The position peaked at $2.16M in Q1 2025. 191 funds tracked by Wall St. Rank hold IAUM as of Q3 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares Gold Trust Micro position as of Q3 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 40,253 iShares Gold Trust Micro shares in Q3 2025, an estimated $1.33M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares Gold Trust Micro in Q1 2025 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares Gold Trust Micro position peaked at $2.16M in Q1 2025.
  • 191 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q3 2025, filed 10 Aug 2026.