Focus Partners Wealth
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Focus Partners Wealth’s iShares Gold Trust Micro IAUM Stock Holding History

Focus Partners Wealth’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 		$3.99M Sell
99,708
-25,619
-20% -$1.15M ﹤0.01% 1053
2026
Q1 		$5.85M Buy
125,327
+45,269
+57% +$2.2M 0.01% 886
2025
Q4 		$3.44M Buy
80,058
+63,300
+378% +$2.62M ﹤0.01% 1106
2025
Q3 		$645K Buy
16,758
+7,213
+76% +$249K ﹤0.01% 1486
2025
Q2 		$315K Buy
+9,545
New +$313K ﹤0.01% 1656

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

Focus Partners Wealth's IAUM Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Gold Trust Micro (IAUM) stake by 20% in Q2 2026, selling an estimated $1.15M and leaving 99,708 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Focus Partners Wealth first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.85M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Focus Partners Wealth held 99,708 shares of iShares Gold Trust Micro worth $3.99M as of Q2 2026.
  • Focus Partners Wealth sold 25,619 iShares Gold Trust Micro shares in Q2 2026, an estimated $1.15M.
  • iShares Gold Trust Micro made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1053 holding.
  • Focus Partners Wealth first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's iShares Gold Trust Micro position peaked at $5.85M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.