Howard Bailey Securities’s iShares Gold Trust Micro IAUM Stock Holding History

Howard Bailey Securities’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	$213K	Sell	4,571 -3,064	-40%	-$149K	0.09%	120
2025 Q4	$328K	Sell	7,635 -2,202	-22%	-$91.1K	0.13%	96
2025 Q3	$379K	Hold	9,837	–	–	0.11%	91
2025 Q2	$325K	Sell	9,837 -1,753	-15%	-$57.4K	0.1%	105
2025 Q1	$361K	Sell	11,590 -623	-5%	-$17.8K	0.12%	96
2024 Q4	$320K	Buy	12,213 +3,386	+38%	+$89.9K	0.12%	113
2024 Q3	$232K	Buy	+8,827	New	+$218K	0.09%	146

Other funds holding IAUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Asset Management One

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