Cerity Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Cerity 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	$5.59M	Buy	139,695 +10,519	+8%	+$473K	0.01%	1042
2026 Q1	$6.03M	Buy	129,176 +78,324	+154%	+$3.8M	0.01%	922
2025 Q4	$2.19M	Buy	50,852 +23,408	+85%	+$969K	﹤0.01%	1338
2025 Q3	$1.06M	Buy	27,444 +9,161	+50%	+$316K	﹤0.01%	1577
2025 Q2	$603K	Buy	18,283 +750	+4%	+$24.6K	﹤0.01%	1768
2025 Q1	$547K	Buy	17,533 +1,449	+9%	+$41.4K	﹤0.01%	1709
2024 Q4	$421K	Buy	16,084 +1,367	+9%	+$36.3K	﹤0.01%	1863
2024 Q3	$386K	Buy	+14,717	New	+$364K	﹤0.01%	1914

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 $1.44B AUM 23.16% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cerity Partners's IAUM Position: Q2 2026 in Review

Cerity Partners increased its iShares Gold Trust Micro (IAUM) stake by 8.1% in Q2 2026, buying an estimated $473K and bringing the position to 139,695 shares worth $5.59M. The position accounts for 0.01% of the portfolio, ranked #1042.

Cerity Partners first reported a position in IAUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.03M in Q1 2026. 244 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Cerity Partners held 139,695 shares of iShares Gold Trust Micro worth $5.59M as of Q2 2026.
Cerity Partners bought 10,519 iShares Gold Trust Micro shares in Q2 2026, an estimated $473K.
iShares Gold Trust Micro made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1042 holding.
Cerity Partners first reported a position in iShares Gold Trust Micro in Q3 2024 and has held it in 8 quarters since.
Cerity Partners's iShares Gold Trust Micro position peaked at $6.03M in Q1 2026.
244 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.