Corient Private Wealth
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Corient Private Wealth’s iShares Gold Trust Micro IAUM Stock Holding History

Corient Private Wealth’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 		– Sell
-9,872
Closed -$461K – 3142
2026
Q1 		$461K Buy
9,872
+2,702
+38% +$131K ﹤0.01% 2076
2025
Q4 		$308K Buy
+7,170
New +$297K ﹤0.01% 2156

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Corient Private Wealth's IAUM Position: Q2 2026 in Review

Corient Private Wealth sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 9,872 shares — an estimated $461K sold.

Corient Private Wealth first reported a position in IAUM in Q4 2025 and held it in 2 quarters. The position peaked at $461K in Q1 2026. 261 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Corient Private Wealth reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 9,872 iShares Gold Trust Micro shares in Q2 2026, an estimated $461K.
  • Corient Private Wealth first reported a position in iShares Gold Trust Micro in Q4 2025 and held it in 2 quarters.
  • Corient Private Wealth's iShares Gold Trust Micro position peaked at $461K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.