Running Point Capital Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Running Point Capital 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
2025 Q4	$3.6M	Buy	83,773 +5,645	+7%	+$234K	0.98%	25
2025 Q3	$3.01M	Buy	78,128 +6,135	+9%	+$212K	0.81%	26
2025 Q2	$2.38M	Sell	71,993 -3,072	-4%	-$101K	0.66%	33
2025 Q1	$2.34M	Sell	75,065 -8,651	-10%	-$247K	0.74%	29
2024 Q4	$2.19M	Sell	83,716 -2,175	-3%	-$57.7K	0.75%	30
2024 Q3	$2.25M	Sell	85,891 -1,687	-2%	-$41.7K	0.87%	28
2024 Q2	$2.03M	Buy	87,578 +6,118	+8%	+$143K	0.84%	30
2024 Q1	$1.81M	Sell	81,460 -204	-0.2%	-$4.22K	0.81%	34
2023 Q4	$1.68M	Buy	+81,664	New	+$1.61M	0.82%	32

Other funds holding IAUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Teacher Retirement System of Texas

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return