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

Brand Asset Management Group’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 		$621K Sell
15,513
-515
-3% -$23.2K 0.14% 108
2026
Q1 		$749K Sell
16,028
-1,061
-6% -$51.5K 0.19% 74
2025
Q4 		$735K Buy
17,089
+769
+5% +$31.8K 0.21% 65
2025
Q3 		$628K Buy
+16,320
New +$563K 0.18% 76

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

Brand Asset Management Group's IAUM Position: Q2 2026 in Review

Brand Asset Management Group reduced its iShares Gold Trust Micro (IAUM) stake by 3.2% in Q2 2026, selling an estimated $23.2K and leaving 15,513 shares worth $621K. The position accounts for 0.14% of the portfolio, ranked #108.

Brand Asset Management Group first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $749K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Brand Asset Management Group held 15,513 shares of iShares Gold Trust Micro worth $621K as of Q2 2026.
  • Brand Asset Management Group sold 515 iShares Gold Trust Micro shares in Q2 2026, an estimated $23.2K.
  • iShares Gold Trust Micro made up 0.14% of Brand Asset Management Group's portfolio in Q2 2026, its #108 holding.
  • Brand Asset Management Group first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • Brand Asset Management Group's iShares Gold Trust Micro position peaked at $749K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.