Osaic Holdings
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Osaic Holdings’s iShares Gold Trust Micro IAUM Stock Holding History

Osaic Holdings’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 		$5.23M Buy
130,731
+15,152
+13% +$681K 0.01% 1496
2026
Q1 		$5.4M Sell
115,579
-122
-0.1% -$5.93K 0.01% 1310
2025
Q4 		$4.97M Buy
115,701
+12,719
+12% +$526K 0.01% 1365
2025
Q3 		$3.91M Buy
102,982
+98,677
+2,292% +$3.41M 0.01% 1662
2025
Q2 		$142K Buy
4,305
+1,066
+33% +$34.9K ﹤0.01% 4214
2025
Q1 		$101K Buy
3,239
+1,914
+144% +$54.7K ﹤0.01% 4165
2024
Q4 		$34.7K Sell
1,325
-500
-27% -$13.3K ﹤0.01% 4962
2024
Q3 		$47.9K Sell
1,825
-1,010
-36% -$25K ﹤0.01% 4778
2024
Q2 		$65.8K Hold
2,835
– – ﹤0.01% 4461
2024
Q1 		$62.9K Buy
2,835
+19
+0.7% +$393 ﹤0.01% 4575
2023
Q4 		$58K Sell
2,816
-16,932
-86% -$334K ﹤0.01% 4813
2023
Q3 		$364K Buy
19,748
+10,390
+111% +$200K ﹤0.01% 3518
2023
Q2 		$180K Buy
9,358
+8,677
+1,274% +$171K ﹤0.01% 3979
2023
Q1 		$13.5K Hold
681
– – ﹤0.01% 5798
2022
Q4 		$12K Sell
681
-55,104
-99% -$953K ﹤0.01% 5846
2022
Q3 		$925K Sell
55,785
-18,225
-25% -$314K ﹤0.01% 2307
2022
Q2 		$1.33M Buy
+74,010
New +$1.38M ﹤0.01% 2003

Other funds holding IAUM

Sumitomo Mitsui Trust Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings's IAUM Position: Q2 2026 in Review

Osaic Holdings increased its iShares Gold Trust Micro (IAUM) stake by 13% in Q2 2026, buying an estimated $681K and bringing the position to 130,731 shares worth $5.23M. The position accounts for 0.01% of the portfolio, ranked #1496.

Osaic Holdings first reported a position in IAUM in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.4M in Q1 2026. 258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Osaic Holdings held 130,731 shares of iShares Gold Trust Micro worth $5.23M as of Q2 2026.
  • Osaic Holdings bought 15,152 iShares Gold Trust Micro shares in Q2 2026, an estimated $681K.
  • iShares Gold Trust Micro made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1496 holding.
  • Osaic Holdings first reported a position in iShares Gold Trust Micro in Q2 2022 and has held it in 17 quarters since.
  • Osaic Holdings's iShares Gold Trust Micro position peaked at $5.4M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.