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Belpointe Asset Management’s iShares Gold Trust Micro IAUM Stock Holding History

Belpointe Asset Management’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
2023
Q1 		– Sell
-409
Closed -$7.45K – 3785
2022
Q4 		$7.45K Buy
+409
New +$7.07K ﹤0.01% 2759

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Belpointe Asset Management's IAUM Position: Q1 2023 in Review

Belpointe Asset Management sold out of iShares Gold Trust Micro (IAUM) in Q1 2023, closing a stake of 409 shares — an estimated $7.45K sold.

Belpointe Asset Management first reported a position in IAUM in Q4 2022 and held it in 1 quarter. The position peaked at $7.45K in Q4 2022. 24 funds tracked by Wall St. Rank hold IAUM as of Q1 2023.

  • Belpointe Asset Management reported no remaining iShares Gold Trust Micro position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 409 iShares Gold Trust Micro shares in Q1 2023, an estimated $7.45K.
  • Belpointe Asset Management first reported a position in iShares Gold Trust Micro in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's iShares Gold Trust Micro position peaked at $7.45K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.