Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-56,328
Closed -$2.17M – 836
2025
Q3 		$2.17M Buy
+56,328
New +$1.94M 0.01% 647

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Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Kovitz Investment Group Partners's IAUM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Gold Trust Micro (IAUM) in Q4 2025, closing a stake of 56,328 shares — an estimated $2.17M sold.

Kovitz Investment Group Partners first reported a position in IAUM in Q3 2025 and held it in 1 quarter. The position peaked at $2.17M in Q3 2025. 242 funds tracked by Wall St. Rank hold IAUM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Gold Trust Micro position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 56,328 iShares Gold Trust Micro shares in Q4 2025, an estimated $2.17M.
  • Kovitz Investment Group Partners first reported a position in iShares Gold Trust Micro in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares Gold Trust Micro position peaked at $2.17M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.