Heirloom Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Heirloom Wealth Management’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	$2.07M	Buy	+44,279	New	+$2.15M	0.37%	34

Other funds holding IAUM

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 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

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 Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Heirloom Wealth Management's IAUM Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares Gold Trust Micro (IAUM) in Q1 2026: 44,279 shares worth $2.07M. The stake represents 0.37% of the portfolio and ranks #34 among its holdings.

277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

Heirloom Wealth Management held 44,279 shares of iShares Gold Trust Micro worth $2.07M as of Q1 2026.
iShares Gold Trust Micro was a new Heirloom Wealth Management position in Q1 2026.
iShares Gold Trust Micro made up 0.37% of Heirloom Wealth Management's portfolio in Q1 2026, its #34 holding.
277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.