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Sagespring Wealth Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Sagespring Wealth 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
Q1 		$270K Buy
5,779
+482
+9% +$23.4K ﹤0.01% 699
2025
Q4 		$228K Sell
5,297
-591
-10% -$24.5K ﹤0.01% 717
2025
Q3 		$227K Buy
+5,888
New +$203K ﹤0.01% 693

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Sagespring Wealth Partners's IAUM Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Gold Trust Micro (IAUM) stake by 9.1% in Q1 2026, buying an estimated $23.4K and bringing the position to 5,779 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Sagespring Wealth Partners first reported a position in IAUM in Q3 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Sagespring Wealth Partners held 5,779 shares of iShares Gold Trust Micro worth $270K as of Q1 2026.
  • Sagespring Wealth Partners bought 482 iShares Gold Trust Micro shares in Q1 2026, an estimated $23.4K.
  • iShares Gold Trust Micro made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #699 holding.
  • Sagespring Wealth Partners first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.