Insigneo Advisory Services’s iShares Gold Trust Micro IAUM Stock Holding History

Insigneo Advisory Services’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	$1.49M	Buy	37,226 +3,466	+10%	+$156K	0.06%	236
2026 Q1	$1.58M	Buy	33,760 +9,059	+37%	+$440K	0.11%	157
2025 Q4	$1.06M	Sell	24,701 -304	-1%	-$12.6K	0.08%	202
2025 Q3	$963K	Buy	25,005 +3,443	+16%	+$119K	0.07%	221
2025 Q2	$711K	Sell	21,562 -6,435	-23%	-$211K	0.06%	248
2025 Q1	$873K	Buy	27,997 +798	+3%	+$22.8K	0.09%	187
2024 Q4	$712K	Buy	+27,199	New	+$722K	0.07%	217

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

Insigneo Advisory Services's IAUM Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares Gold Trust Micro (IAUM) stake by 10% in Q2 2026, buying an estimated $156K and bringing the position to 37,226 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #236.

Insigneo Advisory Services first reported a position in IAUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Insigneo Advisory Services held 37,226 shares of iShares Gold Trust Micro worth $1.49M as of Q2 2026.
Insigneo Advisory Services bought 3,466 iShares Gold Trust Micro shares in Q2 2026, an estimated $156K.
iShares Gold Trust Micro made up 0.06% of Insigneo Advisory Services's portfolio in Q2 2026, its #236 holding.
Insigneo Advisory Services first reported a position in iShares Gold Trust Micro in Q4 2024 and has held it in 7 quarters since.
Insigneo Advisory Services's iShares Gold Trust Micro position peaked at $1.58M in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.