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Marshall & Sterling Wealth Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$24.4K Sell
611
-249
-29% -$11.2K 0.01% 193
2026
Q1 		$40.2K Hold
860
– – 0.03% 156
2025
Q4 		$37K Hold
860
– – 0.02% 158
2025
Q3 		$33.1K Hold
860
– – 0.02% 217
2025
Q2 		$28.4K Buy
+860
New +$28.2K 0.02% 228

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

Marshall & Sterling Wealth Advisors's IAUM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 29% in Q2 2026, selling an estimated $11.2K and leaving 611 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #193.

Marshall & Sterling Wealth Advisors first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.2K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 611 shares of iShares Gold Trust Micro worth $24.4K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 249 iShares Gold Trust Micro shares in Q2 2026, an estimated $11.2K.
  • iShares Gold Trust Micro made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares Gold Trust Micro position peaked at $40.2K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.