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Chapman Financial Group’s iShares Gold Trust Micro IAUM Stock Holding History

Chapman Financial Group’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 		$322K Buy
8,049
+5,269
+190% +$237K 0.21% 99
2026
Q1 		$130K Buy
+2,780
New +$135K 0.09% 146

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

Chapman Financial Group's IAUM Position: Q2 2026 in Review

Chapman Financial Group increased its iShares Gold Trust Micro (IAUM) stake by 190% in Q2 2026, buying an estimated $237K and bringing the position to 8,049 shares worth $322K. The position accounts for 0.21% of the portfolio, ranked #99.

Chapman Financial Group first reported a position in IAUM in Q1 2026 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Chapman Financial Group held 8,049 shares of iShares Gold Trust Micro worth $322K as of Q2 2026.
  • Chapman Financial Group bought 5,269 iShares Gold Trust Micro shares in Q2 2026, an estimated $237K.
  • iShares Gold Trust Micro made up 0.21% of Chapman Financial Group's portfolio in Q2 2026, its #99 holding.
  • Chapman Financial Group first reported a position in iShares Gold Trust Micro in Q1 2026 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.