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M Wealth Management LLC’s iShares Gold Trust Micro IAUM Stock Holding History

M Wealth Management LLC’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 		$3.08M Buy
77,013
+485
+0.6% +$21.8K 2.42% 9
2026
Q1 		$3.57M Hold
76,528
– – 3.01% 9
2025
Q4 		$3.29M Hold
76,528
– – 2.86% 9
2025
Q3 		$2.95M Hold
76,528
– – 2.59% 9
2025
Q2 		$2.52M Hold
76,528
– – 2.33% 10
2025
Q1 		$2.39M Buy
+76,528
New +$2.19M 2.22% 10

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

M Wealth Management LLC's IAUM Position: Q2 2026 in Review

M Wealth Management LLC increased its iShares Gold Trust Micro (IAUM) stake by 0.63% in Q2 2026, buying an estimated $21.8K and bringing the position to 77,013 shares worth $3.08M. The position accounts for 2.42% of the portfolio, ranked #9.

M Wealth Management LLC first reported a position in IAUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.57M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • M Wealth Management LLC held 77,013 shares of iShares Gold Trust Micro worth $3.08M as of Q2 2026.
  • M Wealth Management LLC bought 485 iShares Gold Trust Micro shares in Q2 2026, an estimated $21.8K.
  • iShares Gold Trust Micro made up 2.42% of M Wealth Management LLC's portfolio in Q2 2026, its #9 holding.
  • M Wealth Management LLC first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 6 quarters since.
  • M Wealth Management LLC's iShares Gold Trust Micro position peaked at $3.57M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.