Oliver Lagore Vanvalin Investment Group’s iShares Gold Trust Micro IAUM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q4	$14.2K	Hold	541	–	–	﹤0.01%	400
2024 Q3	$14.2K	Hold	541	–	–	﹤0.01%	392
2024 Q2	$12.6K	Hold	541	–	–	﹤0.01%	392
2024 Q1	$12K	Sell	541 -154	-22%	-$3.19K	﹤0.01%	393
2023 Q4	$14.3K	Sell	695 -1,264	-65%	-$24.9K	0.01%	363
2023 Q3	$36.1K	Sell	1,959 -2,229	-53%	-$42.9K	0.01%	278
2023 Q2	$80.3K	Buy	+4,188	New	+$82.7K	0.03%	194

Other funds holding IAUM

APF

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

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

SERBOO

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

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IAUM Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its iShares Gold Trust Micro (IAUM) position steady in Q4 2024 at 541 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Oliver Lagore Vanvalin Investment Group first reported a position in IAUM in Q2 2023 and has held it in 7 quarters since. The position peaked at $80.3K in Q2 2023. 96 funds tracked by Wall St. Rank hold IAUM as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 541 shares of iShares Gold Trust Micro worth $14.2K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its iShares Gold Trust Micro share count unchanged in Q4 2024.
iShares Gold Trust Micro made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #400 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Gold Trust Micro in Q2 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Gold Trust Micro position peaked at $80.3K in Q2 2023.
96 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.