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

Kestra 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	$4.36M	Buy	109,039 +13,959	+15%	+$628K	0.01%	917
2026 Q1	$4.44M	Buy	95,080 +63,349	+200%	+$3.08M	0.02%	863
2025 Q4	$1.36M	Sell	31,731 -1,170	-4%	-$48.4K	0.01%	1455
2025 Q3	$1.27M	Buy	32,901 +10,029	+44%	+$346K	0.01%	1433
2025 Q2	$755K	Buy	22,872 +6,149	+37%	+$201K	﹤0.01%	1675
2025 Q1	$521K	Buy	+16,723	New	+$478K	﹤0.01%	1793

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

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

Kestra Advisory Services increased its iShares Gold Trust Micro (IAUM) stake by 15% in Q2 2026, buying an estimated $628K and bringing the position to 109,039 shares worth $4.36M. The position accounts for 0.01% of the portfolio, ranked #917.

Kestra Advisory Services first reported a position in IAUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.44M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Kestra Advisory Services held 109,039 shares of iShares Gold Trust Micro worth $4.36M as of Q2 2026.
Kestra Advisory Services bought 13,959 iShares Gold Trust Micro shares in Q2 2026, an estimated $628K.
iShares Gold Trust Micro made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #917 holding.
Kestra Advisory Services first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 6 quarters since.
Kestra Advisory Services's iShares Gold Trust Micro position peaked at $4.44M in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.