AWM
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AE Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

AE Wealth Management’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
Q1 		$11.8M Sell
253,352
-316,675
-56% -$15.4M 0.06% 271
2025
Q4 		$24.5M Buy
570,027
+45,855
+9% +$1.9M 0.14% 165
2025
Q3 		$20.2M Buy
524,172
+74,573
+17% +$2.57M 0.13% 174
2025
Q2 		$14.8M Buy
449,599
+132,699
+42% +$4.35M 0.11% 202
2025
Q1 		$9.88M Buy
316,900
+49,985
+19% +$1.43M 0.08% 241
2024
Q4 		$6.99M Buy
266,915
+117,658
+79% +$3.12M 0.06% 281
2024
Q3 		$3.92M Sell
149,257
-294,950
-66% -$7.29M 0.04% 379
2024
Q2 		$10.3M Sell
444,207
-59,705
-12% -$1.39M 0.1% 217
2024
Q1 		$11.2M Sell
503,912
-930,349
-65% -$19.2M 0.13% 203
2023
Q4 		$28.9M Sell
1,434,261
-484,352
-25% -$9.56M 0.15% 148
2023
Q3 		$35.4M Buy
1,918,613
+195,890
+11% +$3.77M 0.21% 104
2023
Q2 		$33M Sell
1,722,723
-181,571
-10% -$3.59M 0.2% 110
2023
Q1 		$37.5M Buy
1,904,294
+94,554
+5% +$1.79M 0.24% 79
2022
Q4 		$33M Buy
1,809,740
+590,796
+48% +$10.2M 0.24% 85
2022
Q3 		$20.2M Buy
1,218,944
+900,115
+282% +$15.5M 0.16% 142
2022
Q2 		$5.76M Buy
+318,829
New +$5.97M 0.05% 391

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return