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Mayflower Financial Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Mayflower Financial 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 		$840K Buy
20,983
+2,698
+15% +$121K 0.07% 215
2026
Q1 		$854K Buy
18,285
+582
+3% +$28.3K 0.1% 188
2025
Q4 		$761K Buy
17,703
+601
+4% +$24.9K 0.09% 190
2025
Q3 		$658K Buy
17,102
+2,133
+14% +$73.6K 0.08% 206
2025
Q2 		$494K Buy
+14,969
New +$490K 0.07% 247

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

Mayflower Financial Advisors's IAUM Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Gold Trust Micro (IAUM) stake by 15% in Q2 2026, buying an estimated $121K and bringing the position to 20,983 shares worth $840K. The position accounts for 0.07% of the portfolio, ranked #215.

Mayflower Financial Advisors first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $854K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Mayflower Financial Advisors held 20,983 shares of iShares Gold Trust Micro worth $840K as of Q2 2026.
  • Mayflower Financial Advisors bought 2,698 iShares Gold Trust Micro shares in Q2 2026, an estimated $121K.
  • iShares Gold Trust Micro made up 0.07% of Mayflower Financial Advisors's portfolio in Q2 2026, its #215 holding.
  • Mayflower Financial Advisors first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
  • Mayflower Financial Advisors's iShares Gold Trust Micro position peaked at $854K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.