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B.O.S.S. Retirement Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

B.O.S.S. Retirement 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 		– Sell
-4,605
Closed -$215K – 164
2026
Q1 		$215K Sell
4,605
-1,218
-21% -$59.2K 0.07% 161
2025
Q4 		$250K Sell
5,823
-23,509
-80% -$973K 0.08% 150
2025
Q3 		$1.13M Sell
29,332
-4,212
-13% -$145K 0.27% 72
2025
Q2 		$1.11M Sell
33,544
-9,392
-22% -$308K 0.28% 72
2025
Q1 		$1.34M Sell
42,936
-1,440
-3% -$41.2K 0.39% 54
2024
Q4 		$1.16M Buy
+44,376
New +$1.18M 0.32% 68
2024
Q1 		– Sell
-99,791
Closed -$2.06M – 172
2023
Q4 		$2.06M Sell
99,791
-824
-0.8% -$16.3K 0.4% 80
2023
Q3 		$1.86M Buy
100,615
+20,098
+25% +$387K 0.4% 83
2023
Q2 		$1.54M Sell
80,517
-1,733
-2% -$34.2K 0.33% 120
2023
Q1 		$1.62M Buy
82,250
+10,109
+14% +$191K 0.38% 109
2022
Q4 		$1.31M Buy
+72,141
New +$1.25M 0.34% 121

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

B.O.S.S. Retirement Advisors's IAUM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 4,605 shares — an estimated $215K sold.

B.O.S.S. Retirement Advisors first reported a position in IAUM in Q4 2022 and held it in 11 quarters. The position peaked at $2.06M in Q4 2023. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • B.O.S.S. Retirement Advisors reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 4,605 iShares Gold Trust Micro shares in Q2 2026, an estimated $215K.
  • B.O.S.S. Retirement Advisors first reported a position in iShares Gold Trust Micro in Q4 2022 and held it in 11 quarters.
  • B.O.S.S. Retirement Advisors's iShares Gold Trust Micro position peaked at $2.06M in Q4 2023.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.