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Global Retirement Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Global Retirement Partners’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 		$1.22M Buy
+30,467
New +$1.37M 0.02% 679
2025
Q4 		$469K Buy
10,911
+5,088
+87% +$211K 0.01% 983
2025
Q3 		$224K Sell
5,823
-394
-6% -$13.6K 0.01% 1112
2025
Q2 		$205K Buy
+6,217
New +$204K 0.01% 1081

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

Global Retirement Partners's IAUM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Gold Trust Micro (IAUM) in Q2 2026: 30,467 shares worth $1.22M. The stake represents 0.02% of the portfolio and ranks #679 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IAUM as recently as Q4 2025.

Global Retirement Partners first reported a position in IAUM in Q2 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Global Retirement Partners held 30,467 shares of iShares Gold Trust Micro worth $1.22M as of Q2 2026.
  • iShares Gold Trust Micro was a new Global Retirement Partners position in Q2 2026.
  • iShares Gold Trust Micro made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #679 holding.
  • Global Retirement Partners first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.