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Arcadia Wealth Management (New Hampshire)’s iShares Gold Trust Micro IAUM Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
2023
Q2 		– Sell
-14,759
Closed -$291K – 57
2023
Q1 		$291K Buy
14,759
+1,056
+8% +$20K 0.24% 50
2022
Q4 		$250K Buy
+13,703
New +$237K 0.22% 50

Other funds holding IAUM

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s IAUM Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares Gold Trust Micro (IAUM) in Q2 2023, closing a stake of 14,759 shares — an estimated $291K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in IAUM in Q4 2022 and held it in 2 quarters. The position peaked at $291K in Q1 2023. 36 funds tracked by Wall St. Rank hold IAUM as of Q2 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares Gold Trust Micro position as of Q2 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 14,759 iShares Gold Trust Micro shares in Q2 2023, an estimated $291K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares Gold Trust Micro in Q4 2022 and held it in 2 quarters.
  • Arcadia Wealth Management (New Hampshire)'s iShares Gold Trust Micro position peaked at $291K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.