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Family Investment Center’s iShares Gold Trust Micro IAUM Stock Holding History

Family Investment Center’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 		$432K Sell
10,804
-7,047
-39% -$317K 0.07% 68
2026
Q1 		$834K Sell
17,851
-2,495
-12% -$121K 0.16% 38
2025
Q4 		$875K Buy
20,346
+1,242
+7% +$51.4K 0.18% 35
2025
Q3 		$736K Buy
19,104
+402
+2% +$13.9K 0.15% 40
2025
Q2 		$617K Sell
18,702
-8,737
-32% -$286K 0.14% 44
2025
Q1 		$855K Buy
27,439
+14,605
+114% +$418K 0.21% 40
2024
Q4 		$336K Buy
+12,834
New +$341K 0.09% 62

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

Family Investment Center's IAUM Position: Q2 2026 in Review

Family Investment Center reduced its iShares Gold Trust Micro (IAUM) stake by 39% in Q2 2026, selling an estimated $317K and leaving 10,804 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #68.

Family Investment Center first reported a position in IAUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $875K in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Family Investment Center held 10,804 shares of iShares Gold Trust Micro worth $432K as of Q2 2026.
  • Family Investment Center sold 7,047 iShares Gold Trust Micro shares in Q2 2026, an estimated $317K.
  • iShares Gold Trust Micro made up 0.07% of Family Investment Center's portfolio in Q2 2026, its #68 holding.
  • Family Investment Center first reported a position in iShares Gold Trust Micro in Q4 2024 and has held it in 7 quarters since.
  • Family Investment Center's iShares Gold Trust Micro position peaked at $875K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.