AWM
IAUM icon

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
Q2 		$7.3M Sell
182,548
-70,804
-28% -$3.18M 0.03% 351
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 $175B AUM 40.63% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's IAUM Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Gold Trust Micro (IAUM) stake by 28% in Q2 2026, selling an estimated $3.18M and leaving 182,548 shares worth $7.3M. The position accounts for 0.03% of the portfolio, ranked #351.

AE Wealth Management first reported a position in IAUM in Q2 2022 and has held it in 17 quarters since. The position peaked at $37.5M in Q1 2023. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • AE Wealth Management held 182,548 shares of iShares Gold Trust Micro worth $7.3M as of Q2 2026.
  • AE Wealth Management sold 70,804 iShares Gold Trust Micro shares in Q2 2026, an estimated $3.18M.
  • iShares Gold Trust Micro made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #351 holding.
  • AE Wealth Management first reported a position in iShares Gold Trust Micro in Q2 2022 and has held it in 17 quarters since.
  • AE Wealth Management's iShares Gold Trust Micro position peaked at $37.5M in Q1 2023.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.