Kingdom Financial Group’s iShares Gold Trust Micro IAUM Stock Holding History

Kingdom Financial Group’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	$242K	Sell	5,180 -630	-11%	-$30.6K	0.07%	136
2025 Q4	$250K	Buy	+5,810	New	+$240K	0.08%	135
2025 Q2	–	Sell	-8,925	Closed	-$278K	–	62
2025 Q1	$278K	Sell	8,925 -634	-7%	-$18.1K	0.2%	38
2024 Q4	$250K	Buy	+9,559	New	+$254K	0.17%	44
2024 Q3	–	Sell	-15,262	Closed	-$354K	–	53
2024 Q2	$354K	Sell	15,262 -480	-3%	-$11.2K	0.24%	37
2024 Q1	$349K	Sell	15,742 -8,873	-36%	-$184K	0.25%	39
2023 Q4	$507K	Buy	24,615 +2,988	+14%	+$59K	0.44%	43
2023 Q3	$399K	Buy	21,627 +5,834	+37%	+$112K	0.38%	40
2023 Q2	$303K	Buy	+15,793	New	+$312K	0.3%	52

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

HCA

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

Kingdom Financial Group's IAUM Position: Q1 2026 in Review

Kingdom Financial Group reduced its iShares Gold Trust Micro (IAUM) stake by 11% in Q1 2026, selling an estimated $30.6K and leaving 5,180 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #136.

Kingdom Financial Group first reported a position in IAUM in Q2 2023 and has held it in 9 quarters since. The position peaked at $507K in Q4 2023. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

Kingdom Financial Group held 5,180 shares of iShares Gold Trust Micro worth $242K as of Q1 2026.
Kingdom Financial Group sold 630 iShares Gold Trust Micro shares in Q1 2026, an estimated $30.6K.
iShares Gold Trust Micro made up 0.07% of Kingdom Financial Group's portfolio in Q1 2026, its #136 holding.
Kingdom Financial Group first reported a position in iShares Gold Trust Micro in Q2 2023 and has held it in 9 quarters since.
Kingdom Financial Group's iShares Gold Trust Micro position peaked at $507K in Q4 2023.
277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.