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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SERBOO

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

HCA

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

Running Point Capital Advisors's IAUM Position: Q4 2025 in Review

Running Point Capital Advisors increased its iShares Gold Trust Micro (IAUM) stake by 7.2% in Q4 2025, buying an estimated $234K and bringing the position to 83,773 shares worth $3.6M. The position accounts for 0.98% of the portfolio, ranked #25.

Running Point Capital Advisors first reported a position in IAUM in Q4 2023 and has held it in 9 quarters since. 242 funds tracked by Wall St. Rank hold IAUM as of Q4 2025.

Running Point Capital Advisors held 83,773 shares of iShares Gold Trust Micro worth $3.6M as of Q4 2025.
Running Point Capital Advisors bought 5,645 iShares Gold Trust Micro shares in Q4 2025, an estimated $234K.
iShares Gold Trust Micro made up 0.98% of Running Point Capital Advisors's portfolio in Q4 2025, its #25 holding.
Running Point Capital Advisors first reported a position in iShares Gold Trust Micro in Q4 2023 and has held it in 9 quarters since.
242 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.