EM
IAUM icon

Excalibur Management’s iShares Gold Trust Micro IAUM Stock Holding History

Excalibur 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 		$249K Buy
+6,227
New +$280K 0.08% 154

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

Excalibur Management's IAUM Position: Q2 2026 in Review

Excalibur Management opened a new position in iShares Gold Trust Micro (IAUM) in Q2 2026: 6,227 shares worth $249K. The stake represents 0.08% of the portfolio and ranks #154 among its holdings.

259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Excalibur Management held 6,227 shares of iShares Gold Trust Micro worth $249K as of Q2 2026.
  • iShares Gold Trust Micro was a new Excalibur Management position in Q2 2026.
  • iShares Gold Trust Micro made up 0.08% of Excalibur Management's portfolio in Q2 2026, its #154 holding.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

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