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 Q2	$3.24M	Buy	81,067 +27,126	+50%	+$1.22M	0.05%	387
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 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

Prospera Financial Services's IAUM Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Gold Trust Micro (IAUM) stake by 50% in Q2 2026, buying an estimated $1.22M and bringing the position to 81,067 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #387.

Prospera Financial Services first reported a position in IAUM in Q2 2024 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Prospera Financial Services held 81,067 shares of iShares Gold Trust Micro worth $3.24M as of Q2 2026.
Prospera Financial Services bought 27,126 iShares Gold Trust Micro shares in Q2 2026, an estimated $1.22M.
iShares Gold Trust Micro made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #387 holding.
Prospera Financial Services first reported a position in iShares Gold Trust Micro in Q2 2024 and has held it in 9 quarters since.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.