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Rooted Wealth Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Rooted Wealth Advisors’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 		$1.33M Buy
33,305
+4,926
+17% +$221K 0.33% 53
2026
Q1 		$1.36M Buy
28,379
+4,137
+17% +$201K 0.36% 52
2025
Q4 		$1.19M Buy
24,242
+203
+0.8% +$8.4K 0.34% 51
2025
Q3 		$931K Buy
24,039
+568
+2% +$19.6K 0.28% 55
2025
Q2 		$786K Buy
23,471
+1,023
+5% +$33.5K 0.27% 50
2025
Q1 		$680K Sell
22,448
-2,038
-8% -$58.3K 0.29% 46
2024
Q4 		$647K Sell
24,486
-728
-3% -$19.3K 0.25% 49
2024
Q3 		$665K Sell
25,214
-872
-3% -$21.6K 0.3% 46
2024
Q2 		$636K Sell
26,086
-1,691
-6% -$39.4K 0.28% 52
2024
Q1 		$632K Buy
27,777
+1,111
+4% +$23K 0.31% 49
2023
Q4 		$542K Buy
26,666
+1,516
+6% +$29.9K 0.28% 53
2023
Q3 		$497K Buy
25,150
+2,602
+12% +$50.1K 0.31% 49
2023
Q2 		$432K Buy
22,548
+5,062
+29% +$100K 0.29% 50
2023
Q1 		$350K Buy
17,486
+1,031
+6% +$19.5K 0.26% 53
2022
Q4 		$300K Buy
+16,455
New +$284K 0.25% 49

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

Rooted Wealth Advisors's IAUM Position: Q2 2026 in Review

Rooted Wealth Advisors increased its iShares Gold Trust Micro (IAUM) stake by 17% in Q2 2026, buying an estimated $221K and bringing the position to 33,305 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #53.

Rooted Wealth Advisors first reported a position in IAUM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Rooted Wealth Advisors held 33,305 shares of iShares Gold Trust Micro worth $1.33M as of Q2 2026.
  • Rooted Wealth Advisors bought 4,926 iShares Gold Trust Micro shares in Q2 2026, an estimated $221K.
  • iShares Gold Trust Micro made up 0.33% of Rooted Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Rooted Wealth Advisors first reported a position in iShares Gold Trust Micro in Q4 2022 and has held it in 15 quarters since.
  • Rooted Wealth Advisors's iShares Gold Trust Micro position peaked at $1.36M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.