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Castle Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Castle Wealth 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
Q1 		$5.93M Sell
126,968
-8,037
-6% -$390K 1.92% 13
2025
Q4 		$5.8M Sell
135,005
-10,259
-7% -$425K 1.92% 12
2025
Q3 		$5.59M Sell
145,264
-1,795
-1% -$61.9K 1.89% 14
2025
Q2 		$4.85M Sell
147,059
-22,468
-13% -$736K 1.76% 17
2025
Q1 		$5.28M Sell
169,527
-3,374
-2% -$96.5K 2.07% 10
2024
Q4 		$4.52M Sell
172,901
-5,829
-3% -$155K 1.78% 16
2024
Q3 		$4.69M Buy
178,730
+2,492
+1% +$61.6K 1.87% 16
2024
Q2 		$4.09M Buy
176,238
+5,080
+3% +$119K 1.96% 14
2024
Q1 		$3.79M Buy
171,158
+19,071
+13% +$394K 1.98% 17
2023
Q4 		$3.13M Buy
152,087
+3,794
+3% +$74.9K 1.88% 18
2023
Q3 		$2.74M Buy
148,293
+12,890
+10% +$248K 1.95% 19
2023
Q2 		$2.6M Buy
+135,403
New +$2.67M 1.81% 21

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

Castle Wealth Management's IAUM Position: Q1 2026 in Review

Castle Wealth Management reduced its iShares Gold Trust Micro (IAUM) stake by 6% in Q1 2026, selling an estimated $390K and leaving 126,968 shares worth $5.93M. The position accounts for 1.92% of the portfolio, ranked #13.

Castle Wealth Management first reported a position in IAUM in Q2 2023 and has held it in 12 quarters since. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Castle Wealth Management held 126,968 shares of iShares Gold Trust Micro worth $5.93M as of Q1 2026.
  • Castle Wealth Management sold 8,037 iShares Gold Trust Micro shares in Q1 2026, an estimated $390K.
  • iShares Gold Trust Micro made up 1.92% of Castle Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Castle Wealth Management first reported a position in iShares Gold Trust Micro in Q2 2023 and has held it in 12 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.