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

Avestar 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	$14.8M	Sell	356,557 -9,009	-2%	-$383K	1.17%	17
2026 Q2	$14.6M	Sell	365,566 -2,187	-0.6%	-$98.3K	0.81%	21
2026 Q1	$17.2M	Buy	367,753 +13,238	+4%	+$643K	1.1%	16
2025 Q4	$15.2M	Buy	354,515 +55,666	+19%	+$2.3M	0.99%	19
2025 Q3	$11.5M	Sell	298,849 -5,071	-2%	-$175K	0.75%	22
2025 Q2	$10M	Buy	+303,920	New	+$10M	0.69%	27

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Avestar Capital's IAUM Position: Q3 2026 in Review

Avestar Capital reduced its iShares Gold Trust Micro (IAUM) stake by 2.5% in Q3 2026, selling an estimated $383K and leaving 356,557 shares worth $14.8M. The position accounts for 1.17% of the portfolio, ranked #17.

Avestar Capital first reported a position in IAUM in Q2 2025 and has held it in 6 quarters since. The position peaked at $17.2M in Q1 2026. 174 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

Avestar Capital held 356,557 shares of iShares Gold Trust Micro worth $14.8M as of Q3 2026.
Avestar Capital sold 9,009 iShares Gold Trust Micro shares in Q3 2026, an estimated $383K.
iShares Gold Trust Micro made up 1.17% of Avestar Capital's portfolio in Q3 2026, its #17 holding.
Avestar Capital first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 6 quarters since.
Avestar Capital's iShares Gold Trust Micro position peaked at $17.2M in Q1 2026.
174 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.