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Carl Stuart Investment Advisor’s iShares Gold Trust Micro IAUM Stock Holding History

Carl Stuart Investment Advisor’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 		$1.54M Buy
32,934
+8,901
+37% +$432K 0.67% 9
2025
Q4 		$1.03M Buy
24,033
+9,587
+66% +$397K 0.93% 7
2025
Q3 		$556K Buy
14,446
+6,397
+79% +$221K 0.52% 8
2025
Q2 		$266K Buy
+8,049
New +$264K 0.14% 12

Other funds holding IAUM

Sumitomo Mitsui Trust Group
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
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
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 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 $2.86B AUM 12.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Carl Stuart Investment Advisor's IAUM Position: Q1 2026 in Review

Carl Stuart Investment Advisor increased its iShares Gold Trust Micro (IAUM) stake by 37% in Q1 2026, buying an estimated $432K and bringing the position to 32,934 shares worth $1.54M. The position accounts for 0.67% of the portfolio, ranked #9.

Carl Stuart Investment Advisor first reported a position in IAUM in Q2 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Carl Stuart Investment Advisor held 32,934 shares of iShares Gold Trust Micro worth $1.54M as of Q1 2026.
  • Carl Stuart Investment Advisor bought 8,901 iShares Gold Trust Micro shares in Q1 2026, an estimated $432K.
  • iShares Gold Trust Micro made up 0.67% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #9 holding.
  • Carl Stuart Investment Advisor first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.