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Elevation Wealth Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Elevation Wealth Partners’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 		$7.29K Buy
+176
New +$7.48K ﹤0.01% 1007

Other funds holding IAUM

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Elevation Wealth Partners's IAUM Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in iShares Gold Trust Micro (IAUM) in Q3 2026: 176 shares worth $7.29K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings.

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

  • Elevation Wealth Partners held 176 shares of iShares Gold Trust Micro worth $7.29K as of Q3 2026.
  • iShares Gold Trust Micro was a new Elevation Wealth Partners position in Q3 2026.
  • iShares Gold Trust Micro made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1007 holding.
  • 11 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.