Oarsman Capital’s iShares Gold Trust Micro IAUM Stock Holding History

Oarsman Capital’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	$2M	Sell	42,907 -2,069	-5%	-$101K	0.25%	65
2025 Q4	$1.93M	Sell	44,976 -2,769	-6%	-$115K	0.25%	70
2025 Q3	$1.84M	Sell	47,745 -495	-1%	-$17.1K	0.26%	70
2025 Q2	$1.59M	Sell	48,240 -210	-0.4%	-$6.88K	0.25%	80
2025 Q1	$1.51M	Sell	48,450 -1,370	-3%	-$39.2K	0.27%	79
2024 Q4	$1.3M	Sell	49,820 -637	-1%	-$16.9K	0.23%	84
2024 Q3	$1.32M	Sell	50,457 -37,119	-42%	-$917K	0.24%	81
2024 Q2	$2.03M	Buy	87,576 +296	+0.3%	+$6.91K	0.44%	46
2024 Q1	$1.93M	Buy	87,280 +15,573	+22%	+$322K	0.46%	48
2023 Q4	$1.48M	Buy	71,707 +9,220	+15%	+$182K	0.39%	59
2023 Q3	$1.15M	Sell	62,487 -2,623	-4%	-$50.5K	0.48%	56
2023 Q2	$1.25M	Buy	65,110 +4,135	+7%	+$81.7K	0.55%	52
2023 Q1	$1.2M	Buy	60,975 +2,741	+5%	+$51.8K	0.56%	47
2022 Q4	$1.06M	Sell	58,234 -156,683	-73%	-$2.71M	0.54%	53
2022 Q3	$3.56M	Sell	214,917 -52,670	-20%	-$908K	1.91%	12
2022 Q2	$4.83M	Buy	267,587 +12,579	+5%	+$235K	2.4%	8
2022 Q1	$4.94M	Buy	+255,008	New	+$4.79M	1.93%	9

Other funds holding IAUM

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

APF

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

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

SERBOO

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

HCA

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AHSSHC

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

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

Oarsman Capital's IAUM Position: Q1 2026 in Review

Oarsman Capital reduced its iShares Gold Trust Micro (IAUM) stake by 4.6% in Q1 2026, selling an estimated $101K and leaving 42,907 shares worth $2M. The position accounts for 0.25% of the portfolio, ranked #65.

Oarsman Capital first reported a position in IAUM in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.94M in Q1 2022. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

Oarsman Capital held 42,907 shares of iShares Gold Trust Micro worth $2M as of Q1 2026.
Oarsman Capital sold 2,069 iShares Gold Trust Micro shares in Q1 2026, an estimated $101K.
iShares Gold Trust Micro made up 0.25% of Oarsman Capital's portfolio in Q1 2026, its #65 holding.
Oarsman Capital first reported a position in iShares Gold Trust Micro in Q1 2022 and has held it in 17 quarters since.
Oarsman Capital's iShares Gold Trust Micro position peaked at $4.94M in Q1 2022.
277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.