Root Financial Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Root Financial Partners’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	$52.2K	Buy	+1,260	New	+$53.5K	﹤0.01%	1063

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Root Financial Partners's IAUM Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Gold Trust Micro (IAUM) in Q3 2026: 1,260 shares worth $52.2K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings.

279 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

Root Financial Partners held 1,260 shares of iShares Gold Trust Micro worth $52.2K as of Q3 2026.
iShares Gold Trust Micro was a new Root Financial Partners position in Q3 2026.
iShares Gold Trust Micro made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1063 holding.
279 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.