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Allie Family Office’s iShares Gold Trust Micro IAUM Stock Holding History

Allie Family Office’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
2024
Q2 		– Sell
-29,100
Closed -$1.22M – 85
2024
Q1 		$1.22M Buy
+29,100
New +$602K 0.72% 25

Other funds holding IAUM

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Allie Family Office's IAUM Position: Q2 2024 in Review

Allie Family Office sold out of iShares Gold Trust Micro (IAUM) in Q2 2024, closing a stake of 29,100 shares — an estimated $1.22M sold.

Allie Family Office first reported a position in IAUM in Q1 2024 and held it in 1 quarter. The position peaked at $1.22M in Q1 2024. 72 funds tracked by Wall St. Rank hold IAUM as of Q2 2024.

  • Allie Family Office reported no remaining iShares Gold Trust Micro position as of Q2 2024 after selling out during the quarter.
  • Allie Family Office sold 29,100 iShares Gold Trust Micro shares in Q2 2024, an estimated $1.22M.
  • Allie Family Office first reported a position in iShares Gold Trust Micro in Q1 2024 and held it in 1 quarter.
  • Allie Family Office's iShares Gold Trust Micro position peaked at $1.22M in Q1 2024.
  • 72 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2024.

Based on Allie Family Office's 13F filing for Q2 2024, filed 12 Aug 2024.