Action Point Financial Planning’s iShares Gold Trust Micro IAUM Stock Holding History

Action Point Financial Planning’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
2026 Q2	$147K	Buy	+3,680	New	+$165K	0.01%	503

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $2.25B AUM 23.32% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's IAUM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Gold Trust Micro (IAUM) in Q2 2026: 3,680 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings.

258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Action Point Financial Planning held 3,680 shares of iShares Gold Trust Micro worth $147K as of Q2 2026.
iShares Gold Trust Micro was a new Action Point Financial Planning position in Q2 2026.
iShares Gold Trust Micro made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #503 holding.
258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.