CoreCap Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

CoreCap Advisors’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	$2.72K	Sell	68 -419	-86%	-$18.8K	﹤0.01%	2457
2026 Q1	$22.7K	Hold	487	–	–	﹤0.01%	1614
2025 Q4	$20.9K	Buy	487 +419	+616%	+$17.3K	﹤0.01%	1666
2025 Q3	$2.62K	Hold	68	–	–	﹤0.01%	2327
2025 Q2	$2.24K	Hold	68	–	–	﹤0.01%	2291
2025 Q1	$2.12K	Hold	68	–	–	﹤0.01%	2333
2024 Q4	$1.78K	Hold	68	–	–	﹤0.01%	2259
2024 Q3	$1.78K	Buy	68 +1	+1%	+$25	﹤0.01%	2192
2024 Q2	$1.55K	Buy	67 +1	+2%	+$23	﹤0.01%	1354
2024 Q1	$1.46K	Buy	+66	New	+$1.36K	﹤0.01%	2175

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

CoreCap Advisors's IAUM Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 86% in Q2 2026, selling an estimated $18.8K and leaving 68 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

CoreCap Advisors first reported a position in IAUM in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.7K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

CoreCap Advisors held 68 shares of iShares Gold Trust Micro worth $2.72K as of Q2 2026.
CoreCap Advisors sold 419 iShares Gold Trust Micro shares in Q2 2026, an estimated $18.8K.
iShares Gold Trust Micro made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2457 holding.
CoreCap Advisors first reported a position in iShares Gold Trust Micro in Q1 2024 and has held it in 10 quarters since.
CoreCap Advisors's iShares Gold Trust Micro position peaked at $22.7K in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.