Aspect Partners
IAUM icon

Aspect Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Aspect Partners’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 		$209K Hold
5,035
– – 0.08% 80
2026
Q2 		$201K Buy
5,035
+10
+0.2% +$450 0.08% 80
2026
Q1 		$235K Buy
5,025
+20
+0.4% +$972 0.1% 70
2025
Q4 		$215K Buy
5,005
+20
+0.4% +$828 0.09% 72
2025
Q3 		$192K Hold
4,985
– – 0.09% 77
2025
Q2 		$164K Buy
+4,985
New +$163K 0.08% 87

Other funds holding IAUM

Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
SFM LLC
SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

Aspect Partners's IAUM Position: Q3 2026 in Review

Aspect Partners held its iShares Gold Trust Micro (IAUM) position steady in Q3 2026 at 5,035 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #80.

Aspect Partners first reported a position in IAUM in Q2 2025 and has held it in 6 quarters since. The position peaked at $235K in Q1 2026. 80 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

  • Aspect Partners held 5,035 shares of iShares Gold Trust Micro worth $209K as of Q3 2026.
  • Aspect Partners left its iShares Gold Trust Micro share count unchanged in Q3 2026.
  • iShares Gold Trust Micro made up 0.08% of Aspect Partners's portfolio in Q3 2026, its #80 holding.
  • Aspect Partners first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 6 quarters since.
  • Aspect Partners's iShares Gold Trust Micro position peaked at $235K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.