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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
Q2 		– Sell
-44,279
Closed -$2.07M – 70
2026
Q1 		$2.07M Buy
+44,279
New +$2.15M 0.37% 34

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

Heirloom Wealth Management's IAUM Position: Q2 2026 in Review

Heirloom Wealth Management sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 44,279 shares — an estimated $2.07M sold.

Heirloom Wealth Management first reported a position in IAUM in Q1 2026 and held it in 1 quarter. The position peaked at $2.07M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Heirloom Wealth Management reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 44,279 iShares Gold Trust Micro shares in Q2 2026, an estimated $2.07M.
  • Heirloom Wealth Management first reported a position in iShares Gold Trust Micro in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's iShares Gold Trust Micro position peaked at $2.07M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.