Brookstone Capital Management’s iShares Gold Trust Micro IAUM Stock Holding History

Brookstone Capital 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
2026 Q2	$545K	Buy	13,624 +1,429	+12%	+$64.3K	0.01%	904
2026 Q1	$570K	Buy	+12,195	New	+$592K	0.01%	830
2025 Q4	–	Sell	-14,272	Closed	-$549K	–	1198
2025 Q3	$549K	Buy	14,272 +1,075	+8%	+$37.1K	0.01%	787
2025 Q2	$435K	Buy	13,197 +1,323	+11%	+$43.4K	0.01%	778
2025 Q1	$370K	Sell	11,874 -508	-4%	-$14.5K	0.01%	796
2024 Q4	$324K	Sell	12,382 -480	-4%	-$12.7K	﹤0.01%	805
2024 Q3	$338K	Sell	12,862 -1,622	-11%	-$40.1K	0.01%	799
2024 Q2	$355K	Sell	14,484 -800	-5%	-$18.7K	0.01%	741
2024 Q1	$339K	Sell	15,284 -4,297	-22%	-$88.9K	0.01%	725
2023 Q4	$403K	Buy	+19,581	New	+$386K	0.01%	643

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Brookstone Capital Management's IAUM Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Gold Trust Micro (IAUM) stake by 12% in Q2 2026, buying an estimated $64.3K and bringing the position to 13,624 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #904.

Brookstone Capital Management first reported a position in IAUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $570K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Brookstone Capital Management held 13,624 shares of iShares Gold Trust Micro worth $545K as of Q2 2026.
Brookstone Capital Management bought 1,429 iShares Gold Trust Micro shares in Q2 2026, an estimated $64.3K.
iShares Gold Trust Micro made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #904 holding.
Brookstone Capital Management first reported a position in iShares Gold Trust Micro in Q4 2023 and has held it in 10 quarters since.
Brookstone Capital Management's iShares Gold Trust Micro position peaked at $570K in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.