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Brinker Capital Investments’s iShares Gold Trust Micro IAUM Stock Holding History

Brinker Capital Investments’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 		– Sell
-7,575
Closed -$354K – 2006
2026
Q1 		$354K Sell
7,575
-14,013
-65% -$681K ﹤0.01% 1599
2025
Q4 		$928K Buy
21,588
+2,549
+13% +$106K 0.01% 1270
2025
Q3 		$733K Sell
19,039
-6,114
-24% -$211K 0.01% 1378
2025
Q2 		$830K Buy
25,153
+13,220
+111% +$433K 0.01% 1289
2025
Q1 		$372K Buy
11,933
+246
+2% +$7.04K ﹤0.01% 1538
2024
Q4 		$306K Sell
11,687
-3,375
-22% -$89.6K ﹤0.01% 1550
2024
Q3 		$395K Buy
15,062
+3,920
+35% +$96.9K ﹤0.01% 1419
2024
Q2 		$258K Sell
11,142
-1,169
-9% -$27.3K ﹤0.01% 1517
2024
Q1 		$273K Sell
12,311
-1,350
-10% -$27.9K ﹤0.01% 1498
2023
Q4 		$276K Buy
+13,661
New +$270K ﹤0.01% 1437

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

Brinker Capital Investments's IAUM Position: Q2 2026 in Review

Brinker Capital Investments sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 7,575 shares — an estimated $354K sold.

Brinker Capital Investments first reported a position in IAUM in Q4 2023 and held it in 10 quarters. The position peaked at $928K in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Brinker Capital Investments reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 7,575 iShares Gold Trust Micro shares in Q2 2026, an estimated $354K.
  • Brinker Capital Investments first reported a position in iShares Gold Trust Micro in Q4 2023 and held it in 10 quarters.
  • Brinker Capital Investments's iShares Gold Trust Micro position peaked at $928K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.