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Beacon Pointe Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Beacon Pointe 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 		$1.58M Buy
39,562
+13,371
+51% +$601K 0.01% 847
2026
Q1 		$1.22M Buy
26,191
+9,900
+61% +$481K 0.01% 921
2025
Q4 		$700K Buy
16,291
+6,891
+73% +$285K ﹤0.01% 948
2025
Q3 		$362K Buy
+9,400
New +$324K ﹤0.01% 1120

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

Beacon Pointe Advisors's IAUM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Gold Trust Micro (IAUM) stake by 51% in Q2 2026, buying an estimated $601K and bringing the position to 39,562 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #847.

Beacon Pointe Advisors first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Beacon Pointe Advisors held 39,562 shares of iShares Gold Trust Micro worth $1.58M as of Q2 2026.
  • Beacon Pointe Advisors bought 13,371 iShares Gold Trust Micro shares in Q2 2026, an estimated $601K.
  • iShares Gold Trust Micro made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #847 holding.
  • Beacon Pointe Advisors first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.