Prospera Financial Services’s iShares Gold Trust Micro IAUM Stock Holding History

Prospera Financial Services’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	$2.52M	Buy	53,941 +6,412	+13%	+$311K	0.04%	435
2025 Q4	$2.04M	Sell	47,529 -1,026	-2%	-$42.5K	0.03%	472
2025 Q3	$1.87M	Sell	48,555 -12,348	-20%	-$426K	0.03%	490
2025 Q2	$2.01M	Sell	60,903 -16,288	-21%	-$534K	0.04%	464
2025 Q1	$2.41M	Sell	77,191 -20,121	-21%	-$575K	0.06%	350
2024 Q4	$2.55M	Buy	97,312 +11,911	+14%	+$316K	0.06%	322
2024 Q3	$2.24M	Buy	85,401 +71,783	+527%	+$1.77M	0.06%	315
2024 Q2	$316K	Buy	+13,618	New	+$318K	0.01%	898

Other funds holding IAUM

Sumitomo Mitsui Trust Group

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

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

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

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

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