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 Q2	–	Sell	-110,084	Closed	-$5.14M	–	110
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	2.69%	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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MorganRosel Wealth Management's IAUM Position: Q2 2026 in Review

MorganRosel Wealth Management sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 110,084 shares — an estimated $5.14M sold.

MorganRosel Wealth Management first reported a position in IAUM in Q3 2023 and held it in 11 quarters. The position peaked at $10.2M in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

MorganRosel Wealth Management reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 110,084 iShares Gold Trust Micro shares in Q2 2026, an estimated $5.14M.
MorganRosel Wealth Management first reported a position in iShares Gold Trust Micro in Q3 2023 and held it in 11 quarters.
MorganRosel Wealth Management's iShares Gold Trust Micro position peaked at $10.2M in Q4 2025.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.