Cedar Point Capital Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Cedar Point Capital Partners’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	$2.15M	Buy	53,747 +2,841	+6%	+$128K	1.24%	23
2026 Q1	$2.38M	Buy	50,906 +3,205	+7%	+$156K	1.54%	21
2025 Q4	$2.05M	Buy	47,701 +9,051	+23%	+$375K	1.31%	23
2025 Q3	$1.49M	Buy	38,650 +2,226	+6%	+$76.8K	0.98%	25
2025 Q2	$1.2M	Buy	36,424 +4,255	+13%	+$139K	0.85%	26
2025 Q1	$1M	Buy	32,169 +5,213	+19%	+$149K	0.67%	30
2024 Q4	$705K	Buy	26,956 +4,479	+20%	+$119K	0.48%	37
2024 Q3	$590K	Buy	+22,477	New	+$556K	0.41%	39

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

Cedar Point Capital Partners's IAUM Position: Q2 2026 in Review

Cedar Point Capital Partners increased its iShares Gold Trust Micro (IAUM) stake by 5.6% in Q2 2026, buying an estimated $128K and bringing the position to 53,747 shares worth $2.15M. The position accounts for 1.24% of the portfolio, ranked #23.

Cedar Point Capital Partners first reported a position in IAUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Cedar Point Capital Partners held 53,747 shares of iShares Gold Trust Micro worth $2.15M as of Q2 2026.
Cedar Point Capital Partners bought 2,841 iShares Gold Trust Micro shares in Q2 2026, an estimated $128K.
iShares Gold Trust Micro made up 1.24% of Cedar Point Capital Partners's portfolio in Q2 2026, its #23 holding.
Cedar Point Capital Partners first reported a position in iShares Gold Trust Micro in Q3 2024 and has held it in 8 quarters since.
Cedar Point Capital Partners's iShares Gold Trust Micro position peaked at $2.38M in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.