COMPASS FINANCIAL MANAGEMENT LLC’s iShares Gold Trust Micro IAUM Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$37.1K	Buy	+919	New	+$41.3K	﹤0.01%	743

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

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

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IAUM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Gold Trust Micro (IAUM) in Q2 2026: 919 shares worth $37.1K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

221 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 919 shares of iShares Gold Trust Micro worth $37.1K as of Q2 2026.
iShares Gold Trust Micro was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Gold Trust Micro made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #743 holding.
221 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.