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Merit Financial Group’s iShares Gold Trust Micro IAUM Stock Holding History

Merit Financial Group’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 		$397K Buy
9,934
+74
+0.8% +$3.33K ﹤0.01% 1635
2026
Q1 		$460K Sell
9,860
-9,537
-49% -$463K ﹤0.01% 1418
2025
Q4 		$834K Buy
19,397
+9,537
+97% +$395K 0.01% 1024
2025
Q3 		$380K Hold
9,860
– – ﹤0.01% 1316
2025
Q2 		$325K Buy
+9,860
New +$323K ﹤0.01% 1301

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

Merit Financial Group's IAUM Position: Q2 2026 in Review

Merit Financial Group increased its iShares Gold Trust Micro (IAUM) stake by 0.75% in Q2 2026, buying an estimated $3.33K and bringing the position to 9,934 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Merit Financial Group first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $834K in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Merit Financial Group held 9,934 shares of iShares Gold Trust Micro worth $397K as of Q2 2026.
  • Merit Financial Group bought 74 iShares Gold Trust Micro shares in Q2 2026, an estimated $3.33K.
  • iShares Gold Trust Micro made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1635 holding.
  • Merit Financial Group first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's iShares Gold Trust Micro position peaked at $834K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.