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Global Wealth Strategies & Associates’s iShares Gold Trust Micro IAUM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-29
Closed -$1.35K – 239
2026
Q1 		$1.35K Hold
29
– – ﹤0.01% 455
2025
Q4 		$1.25K Buy
+29
New +$1.2K ﹤0.01% 465

Other funds holding IAUM

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Global Wealth Strategies & Associates's IAUM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 29 shares — an estimated $1.35K sold.

Global Wealth Strategies & Associates first reported a position in IAUM in Q4 2025 and held it in 2 quarters. The position peaked at $1.35K in Q1 2026. 86 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 29 iShares Gold Trust Micro shares in Q2 2026, an estimated $1.35K.
  • Global Wealth Strategies & Associates first reported a position in iShares Gold Trust Micro in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's iShares Gold Trust Micro position peaked at $1.35K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.