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

Apella 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
Q3 		$214K Sell
5,241
-25
-0.5% -$1.06K ﹤0.01% 726
2026
Q2 		$216K Hold
5,266
– – ﹤0.01% 652
2026
Q1 		$255K Buy
+5,266
New +$256K ﹤0.01% 597

Other funds holding IAUM

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Apella Capital's IAUM Position: Q3 2026 in Review

Apella Capital reduced its iShares Gold Trust Micro (IAUM) stake by 0.47% in Q3 2026, selling an estimated $1.06K and leaving 5,241 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Apella Capital first reported a position in IAUM in Q1 2026 and has held it in 3 quarters since. The position peaked at $255K in Q1 2026. 11 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

  • Apella Capital held 5,241 shares of iShares Gold Trust Micro worth $214K as of Q3 2026.
  • Apella Capital sold 25 iShares Gold Trust Micro shares in Q3 2026, an estimated $1.06K.
  • iShares Gold Trust Micro made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #726 holding.
  • Apella Capital first reported a position in iShares Gold Trust Micro in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's iShares Gold Trust Micro position peaked at $255K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.