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

Cresset 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
2026 Q2	$305K	Buy	7,633 +466	+7%	+$21K	﹤0.01%	1374
2026 Q1	$335K	Buy	+7,167	New	+$348K	﹤0.01%	1226
2025 Q2	–	Sell	-29,160	Closed	-$909K	–	1605
2025 Q1	$909K	Buy	+29,160	New	+$834K	﹤0.01%	816

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

Cresset Asset Management's IAUM Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Gold Trust Micro (IAUM) stake by 6.5% in Q2 2026, buying an estimated $21K and bringing the position to 7,633 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Cresset Asset Management first reported a position in IAUM in Q1 2025 and has held it in 3 quarters since. The position peaked at $909K in Q1 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Cresset Asset Management held 7,633 shares of iShares Gold Trust Micro worth $305K as of Q2 2026.
Cresset Asset Management bought 466 iShares Gold Trust Micro shares in Q2 2026, an estimated $21K.
iShares Gold Trust Micro made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1374 holding.
Cresset Asset Management first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 3 quarters since.
Cresset Asset Management's iShares Gold Trust Micro position peaked at $909K in Q1 2025.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.