Concord Wealth Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Concord Wealth 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	$1.08K	Buy	+27	New	+$1.21K	﹤0.01%	771

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

Concord Wealth Partners's IAUM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Gold Trust Micro (IAUM) in Q2 2026: 27 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings.

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

Concord Wealth Partners held 27 shares of iShares Gold Trust Micro worth $1.08K as of Q2 2026.
iShares Gold Trust Micro was a new Concord Wealth Partners position in Q2 2026.
iShares Gold Trust Micro made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #771 holding.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.