LAS
ISTM

Lloyd Advisory Services’s iShares Strategic Metals ETF ISTM Stock Holding History

Lloyd Advisory Services’s Portfolio ISTM Stock Details ISTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64K Sell
57
-956
-94% -$30K ﹤0.01% 536
2026
Q1 		$30.6K Buy
+1,013
New +$31.5K 0.01% 330

Other funds holding ISTM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $179M AUM
FGC
First Growth Capital Pikesville, Maryland $132M AUM
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Lloyd Advisory Services's ISTM Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Strategic Metals ETF (ISTM) stake by 94% in Q2 2026, selling an estimated $30K and leaving 57 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Lloyd Advisory Services first reported a position in ISTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.6K in Q1 2026. 20 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

  • Lloyd Advisory Services held 57 shares of iShares Strategic Metals ETF worth $1.64K as of Q2 2026.
  • Lloyd Advisory Services sold 956 iShares Strategic Metals ETF shares in Q2 2026, an estimated $30K.
  • iShares Strategic Metals ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #536 holding.
  • Lloyd Advisory Services first reported a position in iShares Strategic Metals ETF in Q1 2026 and has held it in 2 quarters since.
  • Lloyd Advisory Services's iShares Strategic Metals ETF position peaked at $30.6K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.