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Asset Dedication LLC’s iShares Gold Trust Micro IAUM Stock Holding History

Asset Dedication LLC’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
Q1 		– Sell
-1,100
Closed -$47.3K – 1147
2025
Q4 		$47.3K Buy
+1,100
New +$45.5K ﹤0.01% 504

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Asset Dedication LLC's IAUM Position: Q1 2026 in Review

Asset Dedication LLC sold out of iShares Gold Trust Micro (IAUM) in Q1 2026, closing a stake of 1,100 shares — an estimated $47.3K sold.

Asset Dedication LLC first reported a position in IAUM in Q4 2025 and held it in 1 quarter. The position peaked at $47.3K in Q4 2025. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Asset Dedication LLC reported no remaining iShares Gold Trust Micro position as of Q1 2026 after selling out during the quarter.
  • Asset Dedication LLC sold 1,100 iShares Gold Trust Micro shares in Q1 2026, an estimated $47.3K.
  • Asset Dedication LLC first reported a position in iShares Gold Trust Micro in Q4 2025 and held it in 1 quarter.
  • Asset Dedication LLC's iShares Gold Trust Micro position peaked at $47.3K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.