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Creekmur Asset Management’s iShares Gold Trust Micro IAUM Stock Holding History

Creekmur Asset 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
Q3 		$11.7K Sell
305
-434
-59% -$15K ﹤0.01% 497
2025
Q2 		$24.4K Buy
739
+434
+142% +$14.2K ﹤0.01% 417
2025
Q1 		$9.51K Buy
+305
New +$8.72K ﹤0.01% 489

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creekmur Asset Management's IAUM Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Gold Trust Micro (IAUM) stake by 59% in Q3 2025, selling an estimated $15K and leaving 305 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Creekmur Asset Management first reported a position in IAUM in Q1 2025 and has held it in 3 quarters since. The position peaked at $24.4K in Q2 2025. 191 funds tracked by Wall St. Rank hold IAUM as of Q3 2025.

  • Creekmur Asset Management held 305 shares of iShares Gold Trust Micro worth $11.7K as of Q3 2025.
  • Creekmur Asset Management sold 434 iShares Gold Trust Micro shares in Q3 2025, an estimated $15K.
  • iShares Gold Trust Micro made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #497 holding.
  • Creekmur Asset Management first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 3 quarters since.
  • Creekmur Asset Management's iShares Gold Trust Micro position peaked at $24.4K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.