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Aptus Capital Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Aptus Capital Advisors’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 		$1.07M Buy
26,716
+3,568
+15% +$160K 0.01% 609
2026
Q1 		$1.08M Buy
23,148
+3,043
+15% +$148K 0.01% 565
2025
Q4 		$864K Buy
20,105
+5,000
+33% +$207K 0.01% 614
2025
Q3 		$582K Buy
+15,105
New +$521K ﹤0.01% 669

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

Aptus Capital Advisors's IAUM Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Gold Trust Micro (IAUM) stake by 15% in Q2 2026, buying an estimated $160K and bringing the position to 26,716 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #609.

Aptus Capital Advisors first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Aptus Capital Advisors held 26,716 shares of iShares Gold Trust Micro worth $1.07M as of Q2 2026.
  • Aptus Capital Advisors bought 3,568 iShares Gold Trust Micro shares in Q2 2026, an estimated $160K.
  • iShares Gold Trust Micro made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #609 holding.
  • Aptus Capital Advisors first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • Aptus Capital Advisors's iShares Gold Trust Micro position peaked at $1.08M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.