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 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 $154B AUM 29.96% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 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 Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Blue Trust Inc's IAUM Position: Q1 2026 in Review

Blue Trust Inc reduced its iShares Gold Trust Micro (IAUM) stake by 8.2% in Q1 2026, selling an estimated $6.99M and leaving 1,606,389 shares worth $75M. The position accounts for 0.86% of the portfolio, ranked #22.

Blue Trust Inc first reported a position in IAUM in Q3 2024 and has held it in 7 quarters since. The position peaked at $75.2M in Q4 2025. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

Blue Trust Inc held 1,606,389 shares of iShares Gold Trust Micro worth $75M as of Q1 2026.
Blue Trust Inc sold 143,845 iShares Gold Trust Micro shares in Q1 2026, an estimated $6.99M.
iShares Gold Trust Micro made up 0.86% of Blue Trust Inc's portfolio in Q1 2026, its #22 holding.
Blue Trust Inc first reported a position in iShares Gold Trust Micro in Q3 2024 and has held it in 7 quarters since.
Blue Trust Inc's iShares Gold Trust Micro position peaked at $75.2M in Q4 2025.
277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.