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Causey Wealth LLC’s iShares Gold Trust Micro IAUM Stock Holding History

Causey Wealth LLC’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 		$624K Hold
15,599
– – 0.24% 49
2026
Q1 		$728K Buy
+15,599
New +$758K 0.31% 46

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

Causey Wealth LLC's IAUM Position: Q2 2026 in Review

Causey Wealth LLC held its iShares Gold Trust Micro (IAUM) position steady in Q2 2026 at 15,599 shares worth $624K. The position accounts for 0.24% of the portfolio, ranked #49.

Causey Wealth LLC first reported a position in IAUM in Q1 2026 and has held it in 2 quarters since. The position peaked at $728K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Causey Wealth LLC held 15,599 shares of iShares Gold Trust Micro worth $624K as of Q2 2026.
  • Causey Wealth LLC left its iShares Gold Trust Micro share count unchanged in Q2 2026.
  • iShares Gold Trust Micro made up 0.24% of Causey Wealth LLC's portfolio in Q2 2026, its #49 holding.
  • Causey Wealth LLC first reported a position in iShares Gold Trust Micro in Q1 2026 and has held it in 2 quarters since.
  • Causey Wealth LLC's iShares Gold Trust Micro position peaked at $728K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.