Rede Wealth’s iShares Gold Trust Micro IAUM Stock Holding History

Rede Wealth’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 Q3	$836K	Buy	20,173 +296	+1%	+$12.6K	0.27%	41
2026 Q2	$795K	Buy	19,877 +200	+1%	+$8.99K	0.26%	44
2026 Q1	$919K	Sell	19,677 -21,915	-53%	-$1.06M	0.33%	35
2025 Q4	$1.79M	Buy	+41,592	New	+$1.72M	0.62%	20
2025 Q3	–	Sell	-37,625	Closed	-$1.24M	–	137
2025 Q2	$1.24M	Buy	37,625 +1,093	+3%	+$35.8K	0.45%	23
2025 Q1	$1.14M	Sell	36,532 -78	-0.2%	-$2.23K	0.4%	24
2024 Q4	$958K	Buy	36,610 +640	+2%	+$17K	0.37%	29
2024 Q3	$944K	Buy	35,970 +867	+2%	+$21.4K	0.36%	30
2024 Q2	$814K	Buy	+35,103	New	+$819K	0.75%	30

Other funds holding IAUM

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

Rede Wealth's IAUM Position: Q3 2026 in Review

Rede Wealth increased its iShares Gold Trust Micro (IAUM) stake by 1.5% in Q3 2026, buying an estimated $12.6K and bringing the position to 20,173 shares worth $836K. The position accounts for 0.27% of the portfolio, ranked #41.

Rede Wealth first reported a position in IAUM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.79M in Q4 2025. 79 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

Rede Wealth held 20,173 shares of iShares Gold Trust Micro worth $836K as of Q3 2026.
Rede Wealth bought 296 iShares Gold Trust Micro shares in Q3 2026, an estimated $12.6K.
iShares Gold Trust Micro made up 0.27% of Rede Wealth's portfolio in Q3 2026, its #41 holding.
Rede Wealth first reported a position in iShares Gold Trust Micro in Q2 2024 and has held it in 9 quarters since.
Rede Wealth's iShares Gold Trust Micro position peaked at $1.79M in Q4 2025.
79 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.