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FIG Financial Advisory Services’s iShares Gold Trust Micro IAUM Stock Holding History

FIG Financial Advisory Services’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
2025
Q3 		– Sell
-40,253
Closed -$1.33M – 74
2025
Q2 		$1.33M Sell
40,253
-28,942
-42% -$948K 0.89% 35
2025
Q1 		$2.16M Buy
+69,195
New +$1.98M 1.52% 13

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FIG Financial Advisory Services's IAUM Position: Q3 2025 in Review

FIG Financial Advisory Services sold out of iShares Gold Trust Micro (IAUM) in Q3 2025, closing a stake of 40,253 shares — an estimated $1.33M sold.

FIG Financial Advisory Services first reported a position in IAUM in Q1 2025 and held it in 2 quarters. The position peaked at $2.16M in Q1 2025. 191 funds tracked by Wall St. Rank hold IAUM as of Q3 2025.

  • FIG Financial Advisory Services reported no remaining iShares Gold Trust Micro position as of Q3 2025 after selling out during the quarter.
  • FIG Financial Advisory Services sold 40,253 iShares Gold Trust Micro shares in Q3 2025, an estimated $1.33M.
  • FIG Financial Advisory Services first reported a position in iShares Gold Trust Micro in Q1 2025 and held it in 2 quarters.
  • FIG Financial Advisory Services's iShares Gold Trust Micro position peaked at $2.16M in Q1 2025.
  • 191 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2025.

Based on FIG Financial Advisory Services's 13F filing for Q3 2025, filed 10 Aug 2026.