BFC Planning, Inc.’s iShares Gold Trust Micro IAUM Stock Holding History

BFC Planning, Inc.’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	$881K	Sell	22,014 -8,235	-27%	-$370K	0.04%	433
2026 Q1	$1.41M	Buy	30,249 +5,640	+23%	+$274K	0.06%	295
2025 Q4	$1.06M	Buy	24,609 +8,615	+54%	+$357K	0.05%	355
2025 Q3	$616K	Buy	15,994 +10,370	+184%	+$358K	0.04%	331
2025 Q2	$186K	Buy	+5,624	New	+$184K	0.01%	664

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s IAUM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Gold Trust Micro (IAUM) stake by 27% in Q2 2026, selling an estimated $370K and leaving 22,014 shares worth $881K. The position accounts for 0.04% of the portfolio, ranked #433.

BFC Planning, Inc. first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q1 2026. 261 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

BFC Planning, Inc. held 22,014 shares of iShares Gold Trust Micro worth $881K as of Q2 2026.
BFC Planning, Inc. sold 8,235 iShares Gold Trust Micro shares in Q2 2026, an estimated $370K.
iShares Gold Trust Micro made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #433 holding.
BFC Planning, Inc. first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
BFC Planning, Inc.'s iShares Gold Trust Micro position peaked at $1.41M in Q1 2026.
261 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.