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Orion Portfolio Solutions’s iShares Gold Trust Micro IAUM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$372K Buy
11,933
+246
+2% +$7.04K ﹤0.01% 1538
2024
Q4 		$306K Sell
11,687
-3,375
-22% -$89.6K ﹤0.01% 1550
2024
Q3 		$395K Buy
15,062
+3,920
+35% +$96.9K ﹤0.01% 1419
2024
Q2 		$258K Sell
11,142
-1,169
-9% -$27.3K ﹤0.01% 1517
2024
Q1 		$273K Sell
12,311
-1,350
-10% -$27.9K ﹤0.01% 1498
2023
Q4 		$276K Buy
+13,661
New +$270K ﹤0.01% 1437

Other funds holding IAUM

Sumitomo Mitsui Trust Group
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Orion Portfolio Solutions's IAUM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Gold Trust Micro (IAUM) stake by 2.1% in Q1 2025, buying an estimated $7.04K and bringing the position to 11,933 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Orion Portfolio Solutions first reported a position in IAUM in Q4 2023 and has held it in 6 quarters since. The position peaked at $395K in Q3 2024. 130 funds tracked by Wall St. Rank hold IAUM as of Q1 2025.

  • Orion Portfolio Solutions held 11,933 shares of iShares Gold Trust Micro worth $372K as of Q1 2025.
  • Orion Portfolio Solutions bought 246 iShares Gold Trust Micro shares in Q1 2025, an estimated $7.04K.
  • iShares Gold Trust Micro made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1538 holding.
  • Orion Portfolio Solutions first reported a position in iShares Gold Trust Micro in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's iShares Gold Trust Micro position peaked at $395K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.