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Richard W. Paul & Associates’s iShares Gold Trust Micro IAUM Stock Holding History

Richard W. Paul & Associates’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 		$1K Sell
25
-24
-49% -$1.08K ﹤0.01% 304
2026
Q1 		$2.29K Sell
49
-6
-11% -$291 ﹤0.01% 268
2025
Q4 		$2.36K Sell
55
-11
-17% -$455 ﹤0.01% 256
2025
Q3 		$2.54K Hold
66
– – ﹤0.01% 273
2025
Q2 		$2.18K Sell
66
-16
-20% -$524 ﹤0.01% 297
2025
Q1 		$2.56K Hold
82
– – ﹤0.01% 276
2024
Q4 		$2.15K Buy
82
+45
+122% +$1.2K ﹤0.01% 407
2024
Q3 		$971 Sell
37
-67
-64% -$1.66K ﹤0.01% 454
2024
Q2 		$2.41K Buy
104
+12
+13% +$280 ﹤0.01% 402
2024
Q1 		$2.04K Sell
92
-247
-73% -$5.11K ﹤0.01% 428
2023
Q4 		$6.98K Sell
339
-166
-33% -$3.28K ﹤0.01% 333
2023
Q3 		$9.32K Sell
505
-50
-9% -$962 ﹤0.01% 294
2023
Q2 		$10.6K Sell
555
-578
-51% -$11.4K ﹤0.01% 310
2023
Q1 		$22.3K Sell
1,133
-294
-21% -$5.56K 0.01% 258
2022
Q4 		$26K Buy
+1,427
New +$24.7K 0.01% 250

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

Richard W. Paul & Associates's IAUM Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its iShares Gold Trust Micro (IAUM) stake by 49% in Q2 2026, selling an estimated $1.08K and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Richard W. Paul & Associates first reported a position in IAUM in Q4 2022 and has held it in 15 quarters since. The position peaked at $26K in Q4 2022. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Richard W. Paul & Associates held 25 shares of iShares Gold Trust Micro worth $1K as of Q2 2026.
  • Richard W. Paul & Associates sold 24 iShares Gold Trust Micro shares in Q2 2026, an estimated $1.08K.
  • iShares Gold Trust Micro made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #304 holding.
  • Richard W. Paul & Associates first reported a position in iShares Gold Trust Micro in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's iShares Gold Trust Micro position peaked at $26K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.