JP Morgan Chase

JP Morgan Chase’s iShares Gold Trust Micro IAUM Stock Holding History

JP Morgan Chase’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	$18.6M	Sell	414,045 -386,762	-48%	-$18.8M	﹤0.01%	2136
2025 Q4	$34.4M	Sell	800,807 -55,880	-7%	-$2.31M	﹤0.01%	1619
2025 Q3	$33M	Buy	856,687 +165,954	+24%	+$5.73M	﹤0.01%	1697
2025 Q2	$22.8M	Buy	690,733 +75,000	+12%	+$2.46M	﹤0.01%	1858
2025 Q1	$19.2M	Buy	615,733 +396,647	+181%	+$11.3M	﹤0.01%	1964
2024 Q4	$5.73M	Buy	+219,086	New	+$5.82M	﹤0.01%	3219
2024 Q3	–	Sell	-96,796	Closed	-$2.25M	–	7536
2024 Q2	$2.25M	Buy	+96,796	New	+$2.26M	﹤0.01%	3684
2024 Q1	–	Sell	-589,781	Closed	-$12.1M	–	7614
2023 Q4	$12.1M	Buy	589,781 +269,692	+84%	+$5.32M	﹤0.01%	2277
2023 Q3	$5.91M	Buy	320,089 +319,973	+275,839%	+$6.16M	﹤0.01%	2706
2023 Q2	$2.23K	Sell	116 -30	-21%	-$593	﹤0.01%	6320
2023 Q1	$3K	Buy	+146	New	+$2.76K	﹤0.01%	6343
2022 Q3	–	Sell	-452,392	Closed	-$8.17M	–	6636
2022 Q2	$8.17M	Buy	+452,392	New	+$8.47M	﹤0.01%	2337

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