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 Q2	$262K	Sell	6,560 -782	-11%	-$35.2K	0.08%	96
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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Plum Street Advisors's IAUM Position: Q2 2026 in Review

Plum Street Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 11% in Q2 2026, selling an estimated $35.2K and leaving 6,560 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #96.

Plum Street Advisors first reported a position in IAUM in Q4 2023 and has held it in 11 quarters since. The position peaked at $426K in Q3 2024. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Plum Street Advisors held 6,560 shares of iShares Gold Trust Micro worth $262K as of Q2 2026.
Plum Street Advisors sold 782 iShares Gold Trust Micro shares in Q2 2026, an estimated $35.2K.
iShares Gold Trust Micro made up 0.08% of Plum Street Advisors's portfolio in Q2 2026, its #96 holding.
Plum Street Advisors first reported a position in iShares Gold Trust Micro in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's iShares Gold Trust Micro position peaked at $426K in Q3 2024.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.