Deane Retirement Strategies’s iShares Gold Trust Micro IAUM Stock Holding History

Deane Retirement Strategies’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	$2.04K	Buy	51 +3	+6%	+$135	﹤0.01%	51
2026 Q1	$2.24K	Sell	48 -3,461	-99%	-$168K	﹤0.01%	54
2025 Q4	$151K	Buy	3,509 +1,067	+44%	+$44.2K	0.06%	38
2025 Q3	$94K	Buy	2,442 +370	+18%	+$12.8K	0.04%	44
2025 Q2	$68.4K	Sell	2,072 -682	-25%	-$22.3K	0.03%	45
2025 Q1	$85.8K	Buy	2,754 +131	+5%	+$3.75K	0.04%	44
2024 Q4	$68.6K	Sell	2,623 -31	-1%	-$823	0.03%	49
2024 Q3	$69.7K	Buy	2,654 +485	+22%	+$12K	0.03%	50
2024 Q2	$50.3K	Buy	+2,169	New	+$50.6K	0.03%	61

Other funds holding IAUM

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return