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D'Orazio & Associates’s iShares Gold Trust Micro IAUM Stock Holding History

D'Orazio & Associates’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 		$239K Hold
5,983
– – 0.03% 263
2026
Q1 		$279K Hold
5,983
– – 0.04% 211
2025
Q4 		$257K Hold
5,983
– – 0.03% 220
2025
Q3 		$230K Buy
+5,983
New +$206K 0.03% 231

Other funds holding IAUM

Sumitomo Mitsui Trust Group
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
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 $39B AUM 37.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
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

D'Orazio & Associates's IAUM Position: Q2 2026 in Review

D'Orazio & Associates held its iShares Gold Trust Micro (IAUM) position steady in Q2 2026 at 5,983 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #263.

D'Orazio & Associates first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • D'Orazio & Associates held 5,983 shares of iShares Gold Trust Micro worth $239K as of Q2 2026.
  • D'Orazio & Associates left its iShares Gold Trust Micro share count unchanged in Q2 2026.
  • iShares Gold Trust Micro made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #263 holding.
  • D'Orazio & Associates first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • D'Orazio & Associates's iShares Gold Trust Micro position peaked at $279K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.