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Plum Street Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Plum Street 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
2026
Q1 		$343K Sell
7,342
-1,179
-14% -$57.3K 0.12% 85
2025
Q4 		$366K Sell
8,521
-1,454
-15% -$60.2K 0.13% 81
2025
Q3 		$384K Buy
9,975
+179
+2% +$6.18K 0.15% 78
2025
Q2 		$323K Sell
9,796
-1,589
-14% -$52.1K 0.14% 76
2025
Q1 		$355K Sell
11,385
-1,739
-13% -$49.7K 0.17% 70
2024
Q4 		$343K Sell
13,124
-3,100
-19% -$82.3K 0.17% 69
2024
Q3 		$426K Sell
16,224
-1,607
-9% -$39.7K 0.22% 64
2024
Q2 		$414K Buy
17,831
+1,607
+10% +$37.5K 0.24% 54
2024
Q1 		$426K Sell
16,224
-3,423
-17% -$70.8K 0.22% 64
2023
Q4 		$405K Buy
+19,647
New +$388K 0.27% 49

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
Bank of America
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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return