Envestnet Asset Management
IAUM icon

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

Envestnet 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 		$11.8M Buy
295,851
+43,222
+17% +$1.94M ﹤0.01% 1820
2026
Q1 		$11.8M Buy
252,629
+30,408
+14% +$1.48M ﹤0.01% 1713
2025
Q4 		$9.55M Buy
222,221
+18,218
+9% +$754K ﹤0.01% 1724
2025
Q3 		$7.85M Buy
204,003
+99,268
+95% +$3.43M ﹤0.01% 1927
2025
Q2 		$3.46M Buy
104,735
+97,422
+1,332% +$3.19M ﹤0.01% 2464
2025
Q1 		$228K Buy
+7,313
New +$209K ﹤0.01% 4081

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

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

Envestnet Asset Management increased its iShares Gold Trust Micro (IAUM) stake by 17% in Q2 2026, buying an estimated $1.94M and bringing the position to 295,851 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Envestnet Asset Management first reported a position in IAUM in Q1 2025 and has held it in 6 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Envestnet Asset Management held 295,851 shares of iShares Gold Trust Micro worth $11.8M as of Q2 2026.
  • Envestnet Asset Management bought 43,222 iShares Gold Trust Micro shares in Q2 2026, an estimated $1.94M.
  • iShares Gold Trust Micro made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1820 holding.
  • Envestnet Asset Management first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 6 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.