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Moneta Group Investment Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Moneta Group Investment 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 		$456K Buy
11,409
+90
+0.8% +$4.05K ﹤0.01% 570
2026
Q1 		$529K Buy
11,319
+767
+7% +$37.3K ﹤0.01% 499
2025
Q4 		$454K Buy
10,552
+1,783
+20% +$73.8K ﹤0.01% 527
2025
Q3 		$338K Buy
+8,769
New +$303K ﹤0.01% 592

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

Moneta Group Investment Advisors's IAUM Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Gold Trust Micro (IAUM) stake by 0.8% in Q2 2026, buying an estimated $4.05K and bringing the position to 11,409 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Moneta Group Investment Advisors first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $529K in Q1 2026. 258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Moneta Group Investment Advisors held 11,409 shares of iShares Gold Trust Micro worth $456K as of Q2 2026.
  • Moneta Group Investment Advisors bought 90 iShares Gold Trust Micro shares in Q2 2026, an estimated $4.05K.
  • iShares Gold Trust Micro made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #570 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's iShares Gold Trust Micro position peaked at $529K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.