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PlanVest Financial’s iShares Gold Trust Micro IAUM Stock Holding History

PlanVest Financial’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 		$151K Buy
3,762
+375
+11% +$16.9K 0.1% 124
2026
Q1 		$158K Buy
+3,387
New +$165K 0.12% 106

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 $1.44B AUM 23.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PlanVest Financial's IAUM Position: Q2 2026 in Review

PlanVest Financial increased its iShares Gold Trust Micro (IAUM) stake by 11% in Q2 2026, buying an estimated $16.9K and bringing the position to 3,762 shares worth $151K. The position accounts for 0.1% of the portfolio, ranked #124.

PlanVest Financial first reported a position in IAUM in Q1 2026 and has held it in 2 quarters since. The position peaked at $158K in Q1 2026. 244 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • PlanVest Financial held 3,762 shares of iShares Gold Trust Micro worth $151K as of Q2 2026.
  • PlanVest Financial bought 375 iShares Gold Trust Micro shares in Q2 2026, an estimated $16.9K.
  • iShares Gold Trust Micro made up 0.1% of PlanVest Financial's portfolio in Q2 2026, its #124 holding.
  • PlanVest Financial first reported a position in iShares Gold Trust Micro in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's iShares Gold Trust Micro position peaked at $158K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.