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Heritage Wealth Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Heritage Wealth Advisors’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 		$70.5K Sell
1,761
-331
-16% -$14.9K ﹤0.01% 299
2026
Q1 		$97.7K Buy
+2,092
New +$102K ﹤0.01% 255

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

Heritage Wealth Advisors's IAUM Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 16% in Q2 2026, selling an estimated $14.9K and leaving 1,761 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Heritage Wealth Advisors first reported a position in IAUM in Q1 2026 and has held it in 2 quarters since. The position peaked at $97.7K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Heritage Wealth Advisors held 1,761 shares of iShares Gold Trust Micro worth $70.5K as of Q2 2026.
  • Heritage Wealth Advisors sold 331 iShares Gold Trust Micro shares in Q2 2026, an estimated $14.9K.
  • iShares Gold Trust Micro made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Heritage Wealth Advisors first reported a position in iShares Gold Trust Micro in Q1 2026 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's iShares Gold Trust Micro position peaked at $97.7K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.