VALEN PRIVATE CAPITAL, LLC’s iShares Gold Trust Micro IAUM Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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 Q3	$629K	Buy	+15,192	New	+$645K	0.19%	43

Other funds holding IAUM

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's IAUM Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in iShares Gold Trust Micro (IAUM) in Q3 2026: 15,192 shares worth $629K. The stake represents 0.19% of the portfolio and ranks #43 among its holdings.

81 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 15,192 shares of iShares Gold Trust Micro worth $629K as of Q3 2026.
iShares Gold Trust Micro was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
iShares Gold Trust Micro made up 0.19% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #43 holding.
81 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.