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Howe & Rusling’s iShares Gold Trust Micro IAUM Stock Holding History

Howe & Rusling’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 		$243K Hold
6,084
– – 0.01% 290
2026
Q1 		$284K Hold
6,084
– – 0.02% 246
2025
Q4 		$262K Hold
6,084
– – 0.02% 263
2025
Q3 		$234K Hold
6,084
– – 0.02% 270
2025
Q2 		$201K Buy
+6,084
New +$199K 0.01% 282

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

Howe & Rusling's IAUM Position: Q2 2026 in Review

Howe & Rusling held its iShares Gold Trust Micro (IAUM) position steady in Q2 2026 at 6,084 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #290.

Howe & Rusling first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q1 2026. 258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Howe & Rusling held 6,084 shares of iShares Gold Trust Micro worth $243K as of Q2 2026.
  • Howe & Rusling left its iShares Gold Trust Micro share count unchanged in Q2 2026.
  • iShares Gold Trust Micro made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #290 holding.
  • Howe & Rusling first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
  • Howe & Rusling's iShares Gold Trust Micro position peaked at $284K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.