LPL Financial
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LPL Financial’s iShares Gold Trust Micro IAUM Stock Holding History

LPL Financial’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 		$8.03M Buy
200,740
+58,195
+41% +$2.62M ﹤0.01% 2347
2026
Q1 		$6.66M Buy
142,545
+20,727
+17% +$1.01M ﹤0.01% 2384
2025
Q4 		$5.24M Buy
121,818
+33,668
+38% +$1.39M ﹤0.01% 2498
2025
Q3 		$3.39M Buy
88,150
+81,346
+1,196% +$2.81M ﹤0.01% 2823
2025
Q2 		$224K Sell
6,804
-722
-10% -$23.7K ﹤0.01% 4999
2025
Q1 		$235K Buy
+7,526
New +$215K ﹤0.01% 4749

Other funds holding IAUM

Sumitomo Mitsui Trust Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's IAUM Position: Q2 2026 in Review

LPL Financial increased its iShares Gold Trust Micro (IAUM) stake by 41% in Q2 2026, buying an estimated $2.62M and bringing the position to 200,740 shares worth $8.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

LPL Financial first reported a position in IAUM in Q1 2025 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • LPL Financial held 200,740 shares of iShares Gold Trust Micro worth $8.03M as of Q2 2026.
  • LPL Financial bought 58,195 iShares Gold Trust Micro shares in Q2 2026, an estimated $2.62M.
  • iShares Gold Trust Micro made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2347 holding.
  • LPL Financial first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.