Congress Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Congress Wealth Management’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
2025 Q2	$2.51M	Sell	75,971 -384	-0.5%	-$12.6K	0.02%	522
2025 Q1	$2.38M	Sell	76,355 -908	-1%	-$26K	0.03%	455
2024 Q4	$2.02M	Sell	77,263 -1,323	-2%	-$35.1K	0.03%	413
2024 Q3	$2.06M	Buy	+78,586	New	+$1.94M	0.03%	423

Other funds holding IAUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Teacher Retirement System of Texas

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return