AlphaCore Capital’s iShares Gold Trust Micro IAUM Stock Holding History

AlphaCore Capital’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	$42.9M	Buy	1,071,629 +131,395	+14%	+$5.91M	0.79%	30
2026 Q1	$43.9M	Buy	940,234 +188,400	+25%	+$9.15M	1.04%	17
2025 Q4	$32.3M	Buy	751,834 +65,196	+9%	+$2.7M	0.72%	31
2025 Q3	$26.4M	Buy	686,638 +68,356	+11%	+$2.36M	0.89%	25
2025 Q2	$20.4M	Buy	618,282 +5,578	+0.9%	+$183K	0.78%	29
2025 Q1	$19.1M	Buy	+612,704	New	+$17.5M	1.62%	10

Other funds holding IAUM

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 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AlphaCore Capital's IAUM Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Gold Trust Micro (IAUM) stake by 14% in Q2 2026, buying an estimated $5.91M and bringing the position to 1,071,629 shares worth $42.9M. The position accounts for 0.79% of the portfolio, ranked #30.

AlphaCore Capital first reported a position in IAUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.9M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

AlphaCore Capital held 1,071,629 shares of iShares Gold Trust Micro worth $42.9M as of Q2 2026.
AlphaCore Capital bought 131,395 iShares Gold Trust Micro shares in Q2 2026, an estimated $5.91M.
iShares Gold Trust Micro made up 0.79% of AlphaCore Capital's portfolio in Q2 2026, its #30 holding.
AlphaCore Capital first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's iShares Gold Trust Micro position peaked at $43.9M in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.