NewEdge Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

NewEdge 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	$424K	Buy	10,594 +1,998	+23%	+$89.8K	﹤0.01%	2248
2026 Q1	$401K	Sell	8,596 -26,325	-75%	-$1.28M	﹤0.01%	2151
2025 Q4	$1.5M	Buy	34,921 +341	+1%	+$14.1K	0.01%	1226
2025 Q3	$1.33M	Buy	34,580 +4,031	+13%	+$139K	0.01%	1238
2025 Q2	$1.01M	Sell	30,549 -182	-0.6%	-$5.96K	0.01%	1291
2025 Q1	$958K	Buy	30,731 +4,108	+15%	+$117K	0.01%	1208
2024 Q4	$697K	Buy	+26,623	New	+$707K	﹤0.01%	1355

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

NewEdge Advisors's IAUM Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Gold Trust Micro (IAUM) stake by 23% in Q2 2026, buying an estimated $89.8K and bringing the position to 10,594 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

NewEdge Advisors first reported a position in IAUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

NewEdge Advisors held 10,594 shares of iShares Gold Trust Micro worth $424K as of Q2 2026.
NewEdge Advisors bought 1,998 iShares Gold Trust Micro shares in Q2 2026, an estimated $89.8K.
iShares Gold Trust Micro made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2248 holding.
NewEdge Advisors first reported a position in iShares Gold Trust Micro in Q4 2024 and has held it in 7 quarters since.
NewEdge Advisors's iShares Gold Trust Micro position peaked at $1.5M in Q4 2025.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.