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

Pineridge 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
2025 Q3	$103K	Hold	2,674	–	–	0.03%	77
2025 Q2	$88.2K	Sell	2,674 -2,357	-47%	-$77.2K	0.03%	83
2025 Q1	$157K	Buy	5,031 +53	+1%	+$1.52K	0.06%	53
2024 Q4	$130K	Buy	4,978 +721	+17%	+$19.1K	0.05%	78
2024 Q3	$112K	Sell	4,257 -2,713	-39%	-$67.1K	0.04%	88
2024 Q2	$162K	Sell	6,970 -744	-10%	-$17.4K	0.06%	70
2024 Q1	$171K	Sell	7,714 -3,237	-30%	-$67K	0.06%	63
2023 Q4	$226K	Buy	+10,951	New	+$216K	0.07%	60

Other funds holding IAUM

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pineridge Advisors's IAUM Position: Q3 2025 in Review

Pineridge Advisors held its iShares Gold Trust Micro (IAUM) position steady in Q3 2025 at 2,674 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #77.

Pineridge Advisors first reported a position in IAUM in Q4 2023 and has held it in 8 quarters since. The position peaked at $226K in Q4 2023. 191 funds tracked by Wall St. Rank hold IAUM as of Q3 2025.

Pineridge Advisors held 2,674 shares of iShares Gold Trust Micro worth $103K as of Q3 2025.
Pineridge Advisors left its iShares Gold Trust Micro share count unchanged in Q3 2025.
iShares Gold Trust Micro made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #77 holding.
Pineridge Advisors first reported a position in iShares Gold Trust Micro in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Gold Trust Micro position peaked at $226K in Q4 2023.
191 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.