CWM
IAUM icon

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 $175B AUM 40.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
SERBOO
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 $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Congress Wealth Management's IAUM Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares Gold Trust Micro (IAUM) stake by 0.5% in Q2 2025, selling an estimated $12.6K and leaving 75,971 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #522.

Congress Wealth Management first reported a position in IAUM in Q3 2024 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold IAUM as of Q2 2025.

  • Congress Wealth Management held 75,971 shares of iShares Gold Trust Micro worth $2.51M as of Q2 2025.
  • Congress Wealth Management sold 384 iShares Gold Trust Micro shares in Q2 2025, an estimated $12.6K.
  • iShares Gold Trust Micro made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #522 holding.
  • Congress Wealth Management first reported a position in iShares Gold Trust Micro in Q3 2024 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.