IFP Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

IFP 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	$602K	Sell	15,049 -10,934	-42%	-$492K	0.01%	957
2026 Q1	$1.21M	Buy	25,983 +441	+2%	+$21.4K	0.03%	608
2025 Q4	$1.1M	Buy	25,542 +1,137	+5%	+$47.1K	0.02%	621
2025 Q3	$940K	Buy	24,405 +434	+2%	+$15K	0.02%	622
2025 Q2	$791K	Buy	23,971 +10,455	+77%	+$343K	0.02%	654
2025 Q1	$421K	Hold	13,516	–	–	0.01%	834
2024 Q4	$354K	Hold	13,516	–	–	0.01%	878
2024 Q3	$355K	Sell	13,516 -1	-0%	-$25	0.01%	826
2024 Q2	$314K	Buy	13,517 +12,607	+1,385%	+$294K	0.01%	822
2024 Q1	$20.2K	Hold	910	–	–	﹤0.01%	1966
2023 Q4	$18.7K	Buy	+910	New	+$18K	﹤0.01%	1944

Other funds holding IAUM

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's IAUM Position: Q2 2026 in Review

IFP Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 42% in Q2 2026, selling an estimated $492K and leaving 15,049 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #957.

IFP Advisors first reported a position in IAUM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

IFP Advisors held 15,049 shares of iShares Gold Trust Micro worth $602K as of Q2 2026.
IFP Advisors sold 10,934 iShares Gold Trust Micro shares in Q2 2026, an estimated $492K.
iShares Gold Trust Micro made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #957 holding.
IFP Advisors first reported a position in iShares Gold Trust Micro in Q4 2023 and has held it in 11 quarters since.
IFP Advisors's iShares Gold Trust Micro position peaked at $1.21M in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.