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Brookwood Investment Group’s iShares Gold Trust Micro IAUM Stock Holding History

Brookwood Investment 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
Q1 		– Sell
-66,145
Closed -$2.84M – 551
2025
Q4 		$2.84M Buy
66,145
+10,758
+19% +$445K 0.34% 53
2025
Q3 		$2.13M Buy
55,387
+12,245
+28% +$423K 0.28% 63
2025
Q2 		$1.42M Sell
43,142
-293
-0.7% -$9.6K 0.23% 78
2025
Q1 		$1.35M Buy
+43,435
New +$1.24M 0.23% 80

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Brookwood Investment Group's IAUM Position: Q1 2026 in Review

Brookwood Investment Group sold out of iShares Gold Trust Micro (IAUM) in Q1 2026, closing a stake of 66,145 shares — an estimated $2.84M sold.

Brookwood Investment Group first reported a position in IAUM in Q1 2025 and held it in 4 quarters. The position peaked at $2.84M in Q4 2025. 279 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Brookwood Investment Group reported no remaining iShares Gold Trust Micro position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 66,145 iShares Gold Trust Micro shares in Q1 2026, an estimated $2.84M.
  • Brookwood Investment Group first reported a position in iShares Gold Trust Micro in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's iShares Gold Trust Micro position peaked at $2.84M in Q4 2025.
  • 279 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.