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

MorganRosel Wealth Management’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 Q1	$5.14M	Sell	110,084 -126,579	-53%	-$6.15M	2.03%	13
2025 Q4	$10.2M	Sell	236,663 -11,586	-5%	-$480K	2.55%	7
2025 Q3	$9.56M	Sell	248,249 -51,309	-17%	-$1.77M	2.48%	9
2025 Q2	$9.88M	Buy	299,558 +23,765	+9%	+$779K	2.7%	5
2025 Q1	$8.6M	Sell	275,793 -45,152	-14%	-$1.29M	2.61%	8
2024 Q4	$8.4M	Sell	320,945 -4,281	-1%	-$114K	2.76%	7
2024 Q3	$8.54M	Buy	325,226 +5,873	+2%	+$145K	2.81%	6
2024 Q2	$7.41M	Buy	319,353 +4,997	+2%	+$117K	2.62%	9
2024 Q1	$6.97M	Sell	314,356 -17,115	-5%	-$354K	2.49%	11
2023 Q4	$6.83M	Buy	331,471 +24,888	+8%	+$491K	2.64%	9
2023 Q3	$5.66M	Buy	+306,583	New	+$5.9M	2.36%	12

Other funds holding IAUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return