Fidelity Investments
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Fidelity Investments’s iShares Gold Trust Micro IAUM Stock Holding History

Fidelity Investments’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 		$186K Buy
4,658
+1,600
+52% +$71.9K ﹤0.01% 3697
2026
Q1 		$143K Buy
3,058
+2,043
+201% +$99.2K ﹤0.01% 3645
2025
Q4 		$43.6K Buy
1,015
+12
+1% +$497 ﹤0.01% 4177
2025
Q3 		$38.6K Buy
1,003
+386
+63% +$13.3K ﹤0.01% 4089
2025
Q2 		$20.4K Sell
617
-5,340
-90% -$175K ﹤0.01% 4276
2025
Q1 		$186K Buy
5,957
+5,516
+1,251% +$158K ﹤0.01% 3276
2024
Q4 		$11.5K Sell
441
-107
-20% -$2.84K ﹤0.01% 4416
2024
Q3 		$14.4K Buy
548
+1
+0.2% +$25 ﹤0.01% 4311
2024
Q2 		$12.7K Buy
547
+47
+9% +$1.1K ﹤0.01% 4243
2024
Q1 		$11.1K Buy
+500
New +$10.3K ﹤0.01% 4235

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

Fidelity Investments's IAUM Position: Q2 2026 in Review

Fidelity Investments increased its iShares Gold Trust Micro (IAUM) stake by 52% in Q2 2026, buying an estimated $71.9K and bringing the position to 4,658 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Fidelity Investments first reported a position in IAUM in Q1 2024 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Fidelity Investments held 4,658 shares of iShares Gold Trust Micro worth $186K as of Q2 2026.
  • Fidelity Investments bought 1,600 iShares Gold Trust Micro shares in Q2 2026, an estimated $71.9K.
  • iShares Gold Trust Micro made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3697 holding.
  • Fidelity Investments first reported a position in iShares Gold Trust Micro in Q1 2024 and has held it in 10 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.