Blue Trust Inc’s iShares Gold Trust Micro IAUM Stock Holding History

Blue Trust Inc’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	$63.3M	Sell	1,583,057 -23,332	-1%	-$1.05M	0.66%	26
2026 Q1	$75M	Sell	1,606,389 -143,845	-8%	-$6.99M	0.86%	22
2025 Q4	$75.2M	Sell	1,750,234 -73,703	-4%	-$3.05M	0.85%	23
2025 Q3	$70.2M	Buy	1,823,937 +438,488	+32%	+$15.1M	0.79%	22
2025 Q2	$45.7M	Buy	1,385,449 +1,339,387	+2,908%	+$43.9M	0.54%	27
2025 Q1	$1.44M	Buy	46,062 +5,075	+12%	+$145K	0.02%	198
2024 Q4	$1.07M	Buy	40,987 +33,952	+483%	+$901K	0.01%	230
2024 Q3	$163K	Buy	+7,035	New	+$174K	﹤0.01%	966

Other funds holding IAUM

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Blue Trust Inc's IAUM Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares Gold Trust Micro (IAUM) stake by 1.5% in Q2 2026, selling an estimated $1.05M and leaving 1,583,057 shares worth $63.3M. The position accounts for 0.66% of the portfolio, ranked #26.

Blue Trust Inc first reported a position in IAUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $75.2M in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Blue Trust Inc held 1,583,057 shares of iShares Gold Trust Micro worth $63.3M as of Q2 2026.
Blue Trust Inc sold 23,332 iShares Gold Trust Micro shares in Q2 2026, an estimated $1.05M.
iShares Gold Trust Micro made up 0.66% of Blue Trust Inc's portfolio in Q2 2026, its #26 holding.
Blue Trust Inc first reported a position in iShares Gold Trust Micro in Q3 2024 and has held it in 8 quarters since.
Blue Trust Inc's iShares Gold Trust Micro position peaked at $75.2M in Q4 2025.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.