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Florida Financial Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Florida Financial Advisors’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
Q1 		$307K Sell
6,573
-4,336
-40% -$211K 0.07% 242
2025
Q4 		$469K Buy
10,909
+2,126
+24% +$88K 0.13% 155
2025
Q3 		$338K Buy
+8,783
New +$303K 0.1% 183

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Florida Financial Advisors's IAUM Position: Q1 2026 in Review

Florida Financial Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 40% in Q1 2026, selling an estimated $211K and leaving 6,573 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #242.

Florida Financial Advisors first reported a position in IAUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $469K in Q4 2025. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Florida Financial Advisors held 6,573 shares of iShares Gold Trust Micro worth $307K as of Q1 2026.
  • Florida Financial Advisors sold 4,336 iShares Gold Trust Micro shares in Q1 2026, an estimated $211K.
  • iShares Gold Trust Micro made up 0.07% of Florida Financial Advisors's portfolio in Q1 2026, its #242 holding.
  • Florida Financial Advisors first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 3 quarters since.
  • Florida Financial Advisors's iShares Gold Trust Micro position peaked at $469K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.