Bank of Montreal
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Bank of Montreal’s iShares Gold Trust Micro IAUM Stock Holding History

Bank of Montreal’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
-2,860
Closed -$123K – 3870
2025
Q4 		$123K Buy
2,860
+1,000
+54% +$41.4K ﹤0.01% 2989
2025
Q3 		$71.6K Hold
1,860
– – ﹤0.01% 3048
2025
Q2 		$61.4K Hold
1,860
– – ﹤0.01% 3099
2025
Q1 		$58K Hold
1,860
– – ﹤0.01% 3041
2024
Q4 		$48.7K Hold
1,860
– – ﹤0.01% 3115
2024
Q3 		$49.2K Buy
1,860
+800
+75% +$19.8K ﹤0.01% 3419
2024
Q2 		$24.7K Buy
+1,060
New +$24.7K ﹤0.01% 3555
2024
Q1 		– Sell
-975,688
Closed -$20.2M – 4092
2023
Q4 		$20.2M Buy
975,688
+757,839
+348% +$15M 0.01% 780
2023
Q3 		$4.17M Sell
217,849
-1,219,151
-85% -$23.5M ﹤0.01% 1355
2023
Q2 		$28.7M Buy
+1,437,000
New +$28.4M 0.01% 604

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 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 $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Bank of Montreal's IAUM Position: Q1 2026 in Review

Bank of Montreal sold out of iShares Gold Trust Micro (IAUM) in Q1 2026, closing a stake of 2,860 shares — an estimated $123K sold.

Bank of Montreal first reported a position in IAUM in Q2 2023 and held it in 10 quarters. The position peaked at $28.7M in Q2 2023. 278 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Bank of Montreal reported no remaining iShares Gold Trust Micro position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 2,860 iShares Gold Trust Micro shares in Q1 2026, an estimated $123K.
  • Bank of Montreal first reported a position in iShares Gold Trust Micro in Q2 2023 and held it in 10 quarters.
  • Bank of Montreal's iShares Gold Trust Micro position peaked at $28.7M in Q2 2023.
  • 278 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.