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Principal Securities’s iShares Gold Trust Micro IAUM Stock Holding History

Principal Securities’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 		$1.24M Sell
31,005
-2,392
-7% -$108K 0.01% 705
2026
Q1 		$1.56M Sell
33,397
-319
-0.9% -$15.5K 0.02% 586
2025
Q4 		$1.45M Sell
33,716
-26,006
-44% -$1.08M 0.02% 580
2025
Q3 		$2.3M Buy
59,722
+6,613
+12% +$228K 0.04% 406
2025
Q2 		$1.75M Buy
+53,109
New +$1.74M 0.03% 452

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

Principal Securities's IAUM Position: Q2 2026 in Review

Principal Securities reduced its iShares Gold Trust Micro (IAUM) stake by 7.2% in Q2 2026, selling an estimated $108K and leaving 31,005 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #705.

Principal Securities first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.3M in Q3 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Principal Securities held 31,005 shares of iShares Gold Trust Micro worth $1.24M as of Q2 2026.
  • Principal Securities sold 2,392 iShares Gold Trust Micro shares in Q2 2026, an estimated $108K.
  • iShares Gold Trust Micro made up 0.01% of Principal Securities's portfolio in Q2 2026, its #705 holding.
  • Principal Securities first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
  • Principal Securities's iShares Gold Trust Micro position peaked at $2.3M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.