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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
Q3 		$2.82K Hold
68
– – ﹤0.01% 2407
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

CoreCap Advisors's IAUM Position: Q3 2026 in Review

CoreCap Advisors held its iShares Gold Trust Micro (IAUM) position steady in Q3 2026 at 68 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

CoreCap Advisors first reported a position in IAUM in Q1 2024 and has held it in 11 quarters since. The position peaked at $22.7K in Q1 2026. 11 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

  • CoreCap Advisors held 68 shares of iShares Gold Trust Micro worth $2.82K as of Q3 2026.
  • CoreCap Advisors left its iShares Gold Trust Micro share count unchanged in Q3 2026.
  • iShares Gold Trust Micro made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2407 holding.
  • CoreCap Advisors first reported a position in iShares Gold Trust Micro in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's iShares Gold Trust Micro position peaked at $22.7K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.